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 15 · EIN 65-0608221 | Recordkeeping | $41,612 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS Service code 26 2301 ROSECRANS AVENUE · EL SEGUNDO, CA 90245 | Advisory (Participants) | $32,953 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $14,471 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,239 | $101,539+18.4% | $147,041-18.2% | $74,400+61.6% |
| Participation rate | 88.4% | 75.5%+12.9pp | 82.2%+6.2pp | 67.2%+21.2pp |
| Annual return | 17.71% | 8740.84%-8723.1pp | 419.21%-401.5pp | 1367.51%-1349.8pp |
| Employer contribution / active EE | $3,645 | $3,811-4.3% | $4,935-26.1% | $2,624+38.9% |
| Participant deferral / active EE | $9,281 | $7,304+27.1% | $8,071+15.0% | $4,348+113.4% |
| Admin fee / account holder | $594 | $1,749-66.1% | $13,006-95.4% | $1,944-69.5% |