Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,922 |
Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $15,779 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $5,426 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,513 | $58,311-27.1% | $81,882-48.1% | $80,959-47.5% |
| Participation rate | 91.8% | 63.5%+28.3pp | 72.4%+19.4pp | 67.7%+24.1pp |
| Annual return | 13.36% | 41.85%-28.5pp | 779.47%-766.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $3,483 | $2,347+48.4% | $2,916+19.4% | $2,757+26.3% |
| Participant deferral / active EE | $6,982 | $3,287+112.4% | $4,323+61.5% | $4,300+62.4% |
| Admin fee / account holder | $284 | $4,752-94.0% | $7,360-96.1% | $6,925-95.9% |