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 LLC6 years Filed as: CETERA ADVISORS, LLC Service code 99 | Other Fees | $79,270 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS, INC Service code 49 | Other Services | $39,245 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MNGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $23,824 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $16,181 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISORS LLC Service code 99 · EIN 84-0858799 | Other Fees | $0 |
ADP BROKER-DEALER5 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,648 | $107,415-33.3% | $135,942-47.3% | $80,149-10.6% |
| Participation rate | 50.7% | 78.0%-27.3pp | 81.9%-31.2pp | 72.9%-22.2pp |
| Annual return | 16.61% | 91.99%-75.4pp | 68.28%-51.7pp | 40.39%-23.8pp |
| Employer contribution / active EE | $1,487 | $3,878-61.7% | $4,858-69.4% | $2,977-50.1% |
| Participant deferral / active EE | $3,314 | $8,189-59.5% | $7,759-57.3% | $5,015-33.9% |
| Admin fee / account holder | $235 | $127+85.2% | $10,764-97.8% | $145+62.3% |