Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CEP CONSULTANTS, INC2 years Filed as: CEP CONSULTANTS, INC. Service code 66 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Insurance mortality and expense charge | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,837 | $55,458-19.2% | $76,030-41.0% | $77,762-42.3% |
| Participation rate | 30.3% | 63.6%-33.3pp | 69.1%-38.8pp | 70.6%-40.3pp |
| Annual return | 10.56% | 17.10%-6.5pp | 361.54%-351.0pp | 31.27%-20.7pp |
| Employer contribution / active EE | $2,396 | $1,792+33.6% | $2,688-10.9% | $2,728-12.2% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $4,257-100.0% | $4,651-100.0% |
| Admin fee / account holder | $285 | $411-30.6% | $6,421-95.6% | $433-34.2% |