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 Filed as: CETERA ADVISOR NETWORKS Service code 27 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $32,141 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,069 |
Service code 13 22720 FAIRVIEW CENTER DRIVE, #100 · FAIRVIEW PARK, OH 441263618 | Contract Administrator | $3,440 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,486 | $88,137-33.6% | $164,975-64.5% | $74,429-21.4% |
| Participation rate | 96.1% | 73.1%+23.0pp | 78.6%+17.5pp | 67.2%+28.9pp |
| Annual return | 14.94% | 17.13%-2.2pp | 70.12%-55.2pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $2,200 | $2,597-15.3% | $4,343-49.3% | $2,625-16.2% |
| Participant deferral / active EE | $3,832 | $4,501-14.9% | $6,033-36.5% | $4,348-11.9% |
| Admin fee / account holder | $193 | $2,231-91.3% | $12,688-98.5% | $1,944-90.1% |