Filed March 23, 2023
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 |
|---|---|---|
BRADLEY W LITTLE3 years Service code 22 · EIN 40-8532864 24 OLD HICKORY CV · JACKSON, TN 38305 | Insurance Broker | $6,682 |
CETERA ADVISOR NETWORKS LLC2 years Service code 22 200 N SEPULVEDA BLVD, STE 1200 · EL SEGUNDO, CA 90245 | Insurance Broker | $6,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,872 | $65,582+76.7% | $64,101+80.8% | $71,511+62.0% |
| Participation rate | 36.8% | 73.2%-36.4pp | 72.3%-35.6pp | 67.9%-31.2pp |
| Annual return | 17.08% | 18.96%-1.9pp | 33.72%-16.6pp | 28.86%-11.8pp |
| Employer contribution / active EE | $2,078 | $2,671-22.2% | $2,749-24.4% | $2,589-19.7% |
| Participant deferral / active EE | $3,534 | $3,628-2.6% | $3,881-8.9% | $4,291-17.6% |
| Admin fee / account holder | $473 | $616-23.3% | $3,070-84.6% | $1,588-70.2% |