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 Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $1,077 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $782 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $775 |
Filed as: EMPOWER ADVISORY GROUP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,913 | $154,193-84.5% | $130,045-81.6% | $139,466-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 32.51%-20.7pp | -137.30%+149.1pp | 373.66%-361.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $170 | $13,989-98.8% | $10,600-98.4% | $11,409-98.5% |