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 64 · EIN 71-0294708 | Recordkeeping Fees | $28,120 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $12,572 |
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 | $62,180 | $55,446+12.1% | $155,574-60.0% | $74,429-16.5% |
| Participation rate | 69.9% | 61.9%+8.0pp | 78.2%-8.3pp | 67.2%+2.7pp |
| Annual return | 18.69% | 269.20%-250.5pp | 64.87%-46.2pp | 1368.38%-1349.7pp |
| Employer contribution / active EE | $604 | $2,266-73.4% | $4,676-87.1% | $2,625-77.0% |
| Participant deferral / active EE | $4,629 | $2,836+63.2% | $5,629-17.8% | $4,348+6.4% |
| Admin fee / account holder | $202 | $1,743-88.4% | $15,914-98.7% | $1,944-89.6% |