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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $77,969 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 16 · EIN 36-3258176 | Consulting | $53,531 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $24,200 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,537 | $113,568-55.5% | $67,575-25.2% | $199,960-74.7% |
| Participation rate | 50.9% | 73.3%-22.4pp | 72.9%-22.0pp | 72.0%-21.0pp |
| Annual return | 13.55% | 15.88%-2.3pp | 3528.98%-3515.4pp | 34.28%-20.7pp |
| Employer contribution / active EE | $1,363 | $3,409-60.0% | $2,736-50.2% | $3,036-55.1% |
| Participant deferral / active EE | $2,374 | $4,163-43.0% | $4,003-40.7% | $5,087-53.3% |
| Admin fee / account holder | $168 | $102+63.8% | $3,993-95.8% | $269-37.7% |