Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,933 |
Service code 49 | Other Services | $16,284 |
Service code 13 · EIN 47-1910719 | Contract Administrator | $8,413 |
Filed as: KESTRA ADVISORY SERVICES REP CODE B Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,987 |
Filed as: CETERA ADVISORY NETWORKS LLC Service code 49 · EIN 95-3845382 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,354 | $63,905-72.8% | $74,184-76.6% | $57,658-69.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 387.84% | 60.60%+327.2pp | 17.74%+370.1pp | 5.13%+382.7pp |
| Employer contribution / active EE | $793 | $1,840-56.9% | $2,370-66.5% | $1,974-59.8% |
| Participant deferral / active EE | $1,256 | $3,448-63.6% | $3,550-64.6% | $3,061-59.0% |
| Admin fee / account holder | $70 | $91-23.3% | $5,586-98.7% | $95-26.1% |