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 LLC8+ years Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $50,764 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,129 |
MARINER LLC5 years Filed as: MARINER WEALTH ADVISORS Service code 71 4200 E SKELLY DRIVE, SUITE 950 · TULSA, OK 74135 | Brokerage Fees | $27,000 |
PASI, LLC8+ years Filed as: PASI LLC Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH ROAD, SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $15,981 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,738 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,824 | $65,092+88.7% | $143,799-14.6% | $66,938+83.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.22% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $8,336 | $2,362+253.0% | $4,952+68.3% | $2,545+227.5% |
| Participant deferral / active EE | $6,782 | $2,920+132.3% | $5,638+20.3% | $4,238+60.0% |
| Admin fee / account holder | $526 | $502+4.8% | $14,677-96.4% | $594-11.3% |