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 |
|---|---|---|
FIRST ALLIED SECURITIES INC4 years Service code 55 655 WEST BROADWAY 12TH FL · SAN DIEGO, CA 92101 | Other Commissions | $40,882 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,305 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $5,353 |
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 | $99,487 | $84,493+17.7% | $125,381-20.7% | $66,938+48.6% |
| Participation rate | 65.0% | 76.4%-11.4pp | 82.4%-17.3pp | 69.8%-4.8pp |
| Annual return | -17.92% | -8.49%-9.4pp | 572.31%-590.2pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,399 | $3,554-60.6% | $4,815-71.0% | $2,545-45.0% |
| Participant deferral / active EE | $7,510 | $6,783+10.7% | $7,448+0.8% | $4,238+77.2% |
| Admin fee / account holder | $180 | $685-73.7% | $10,007-98.2% | $594-69.7% |