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 |
|---|---|---|
CENTAURUS FINANCIAL INC2 years Filed as: CENTAURUS FINANCIAL INC. Service code 26 · EIN 33-0530236 2300 E. KATELLA AVE., STE. 200 · ANAHEIM, CA 92806 | Advisory (Participants) | $31,368 |
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 12 · EIN 27-1033755 4010 BOY SCOUT BLVD., SUITE 450 · TAMPA, FL 33607 | Recordkeeping and information managem... | $26,970 |
REDWOOD PENSIONS, LLC2 years Service code 13 · EIN 27-2431450 P.O. BOX 3409 · WALNUT CREEK, CA 94598 | Contract Administrator | $6,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,338 | $155,795-76.7% | $136,297-73.3% | $69,631-47.8% |
| Participation rate | 54.8% | 75.2%-20.5pp | 81.9%-27.2pp | 70.7%-15.9pp |
| Annual return | 19.20% | 232464.33%-232445.1pp | 5156.16%-5137.0pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,377 | $5,394-37.4% | $6,247-45.9% | $3,224+4.8% |
| Admin fee / account holder | $312 | $128+143.2% | $9,244-96.6% | $110+182.4% |