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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISORS, LLC Service code 99 | Other Fees | $94,068 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC Service code 49 | Other Services | $40,910 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MNGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $28,829 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISORS LLC Service code 99 · EIN 84-0858799 | Other Fees | $0 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC. Service code 49 · EIN 06-1504963 | Other Services | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,404 | $95,388-35.6% | $125,381-51.0% | $77,906-21.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 82.4%-32.4pp | 73.7%-23.7pp |
| Annual return | -14.80% | 116.19%-131.0pp | 572.31%-587.1pp | 12.16%-27.0pp |
| Employer contribution / active EE | $1,476 | $3,666-59.7% | $4,815-69.3% | $2,846-48.1% |
| Participant deferral / active EE | $3,277 | $7,711-57.5% | $7,448-56.0% | $4,805-31.8% |
| Admin fee / account holder | $239 | $119+101.4% | $10,007-97.6% | $133+80.5% |