Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: DYATECH LLC Service code 15 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Recordkeeping | $3,392 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA FINANCIAL SPECIALISTS LLC Service code 55 200 N MARTINGALE RD · SCHAUMBURG, IL 60173 | Other Commissions | $2,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,552 | $55,453-70.2% | $170,436-90.3% | $62,293-73.4% |
| Participation rate | 39.3% | 66.4%-27.1pp | 83.6%-44.3pp | 69.5%-30.2pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $118 | $2,164-94.5% | $5,433-97.8% | $2,042-94.2% |
| Participant deferral / active EE | $793 | $2,303-65.5% | $4,939-83.9% | $3,169-75.0% |
| Admin fee / account holder | $174 | $455-61.8% | $13,880-98.7% | $479-63.7% |