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 LLC1+ years Service code 49 · EIN 95-3845382 | Other Services | $17,724 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,226 |
STOCKMAN KAST RYAN1+ years Filed as: STOCKMAN KAST RYAN AND CO Service code 10 102 N CASCADE AVE SUITE 400 · COLORADO SPRINGS, CO 80903 | Accounting | $7,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,365 | $38,925+26.8% | $73,836-33.1% | $55,191-10.6% |
| Participation rate | 36.3% | 66.0%-29.8pp | 73.4%-37.2pp | 69.2%-32.9pp |
| Annual return | 1.15% | 6.31%-5.2pp | 2268.06%-2266.9pp | 10.78%-9.6pp |
| Employer contribution / active EE | $754 | $1,695-55.5% | $2,787-73.0% | $1,899-60.3% |
| Participant deferral / active EE | $1,736 | $2,351-26.1% | $3,583-51.5% | $3,046-43.0% |
| Admin fee / account holder | $95 | $83+14.5% | $4,882-98.1% | $91+4.5% |