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 37 · EIN 04-2647786 | Loan Processing | $75,153 |
CETERA ADVISOR NETWORKS LLC3 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $42,009 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $31,265 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,107 | $95,417-5.6% | $135,974-33.7% | $74,460+21.0% |
| Participation rate | 61.9% | 78.2%-16.3pp | 81.9%-20.0pp | 70.7%-8.8pp |
| Annual return | 19.27% | 32.76%-13.5pp | 68.30%-49.0pp | 34.38%-15.1pp |
| Employer contribution / active EE | $1,676 | $3,878-56.8% | $4,859-65.5% | $2,638-36.5% |
| Participant deferral / active EE | $6,298 | $7,789-19.1% | $7,760-18.8% | $4,530+39.0% |
| Admin fee / account holder | $149 | $266-43.9% | $10,767-98.6% | $348-57.1% |