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 |
|---|---|---|
Filed as: HERITAGE PENSION ADISORS Service code 15 · EIN 81-4903086 66 COMMACK RD. · COMMACK, NY 11725 | Recordkeeping | $58,630 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORK LLC Service code 27 · EIN 95-3845382 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $58,396 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,502 | $44,897-32.1% | $85,009-64.1% | $199,768-84.7% |
| Participation rate | 82.6% | 45.7%+36.9pp | 67.5%+15.1pp | 72.0%+10.6pp |
| Annual return | 19.08% | 20.96%-1.9pp | 66.47%-47.4pp | 34.26%-15.2pp |
| Employer contribution / active EE | $2,601 | $1,365+90.5% | $2,728-4.7% | $3,037-14.4% |
| Participant deferral / active EE | $5,294 | $2,668+98.4% | $4,522+17.1% | $5,090+4.0% |
| Admin fee / account holder | $100 | $584-83.0% | $6,153-98.4% | $269-63.0% |