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 | $95,990 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $51,744 |
Filed as: BENEFIT PLANS PLUS LLC Service code 49 · EIN 43-1829594 | Other Services | $9,282 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,156 | $129,227-62.7% | $184,260-73.9% | $77,736-38.1% |
| Participation rate | 68.3% | 87.4%-19.1pp | 86.8%-18.5pp | 70.6%-2.3pp |
| Annual return | 44.02% | 33.24%+10.8pp | 28.84%+15.2pp | 31.26%+12.8pp |
| Employer contribution / active EE | $1,369 | $4,412-69.0% | $6,427-78.7% | $2,728-49.8% |
| Participant deferral / active EE | $4,430 | $7,307-39.4% | $9,133-51.5% | $4,651-4.7% |
| Admin fee / account holder | $181 | $256-29.2% | $13,898-98.7% | $433-58.2% |