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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $25,027 |
CETERA ADVISOR NETWORKS LLC3 years Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 90245 | Other Commissions | $8,941 |
Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $6,071 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,895 | $55,470+71.1% | $155,556-39.0% | $74,478+27.4% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 14.59% | 269.80%-255.2pp | 64.84%-50.2pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $6,797 | $2,267+199.9% | $4,675+45.4% | $2,626+158.8% |
| Participant deferral / active EE | $4,730 | $2,838+66.7% | $5,631-16.0% | $4,350+8.7% |
| Admin fee / account holder | $358 | $1,744-79.5% | $15,885-97.7% | $1,946-81.6% |