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 LLC2 years Service code 55 · EIN 06-1375177 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $9,930 |
ASCENSUS LLC2 years Filed as: ACCESS RETIREMENT SERVICES LLC Service code 49 · EIN 71-0294708 190D SAUNDERSVILLE RD STE 4004 · HENDERSONVILLE, TN 37075 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,264 | $55,437-27.4% | $155,534-74.1% | $74,459-45.9% |
| Participation rate | 78.5% | 61.9%+16.6pp | 78.2%+0.3pp | 67.2%+11.3pp |
| Annual return | 9.78% | 269.58%-259.8pp | 64.92%-55.1pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $1,426 | $2,266-37.1% | $4,675-69.5% | $2,626-45.7% |
| Participant deferral / active EE | $1,695 | $2,837-40.3% | $5,630-69.9% | $4,350-61.0% |
| Admin fee / account holder | $313 | $1,742-82.0% | $15,900-98.0% | $1,945-83.9% |