Filed February 3, 2016
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 53 · EIN 95-3845382 | Insurance Commissions | $24,742 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 | Contract Administrator | $6,048 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,521 | $41,256-60.0% | $86,582-80.9% | $77,958-78.8% |
| Participation rate | 90.8% | 63.0%+27.8pp | 73.5%+17.3pp | 71.6%+19.2pp |
| Annual return | 13.45% | 17.67%-4.2pp | 965.08%-951.6pp | 20.87%-7.4pp |
| Employer contribution / active EE | $1,620 | $1,613+0.5% | $2,839-42.9% | $2,310-29.9% |
| Participant deferral / active EE | $1,193 | $2,332-48.8% | $3,609-66.9% | $3,537-66.3% |
| Admin fee / account holder | $27 | $71-62.4% | $4,904-99.5% | $97-72.7% |