Filed February 3, 2016
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Service code 53 · EIN 95-3845382 | Insurance Commissions | $11,782 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,391 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 | Contract Administrator | $3,786 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,930 | $43,236-33.1% | $82,744-65.0% | $77,906-62.9% |
| Participation rate | 80.2% | 64.2%+16.0pp | 72.6%+7.6pp | 73.7%+6.5pp |
| Annual return | -12.17% | 2.40%-14.6pp | 702.22%-714.4pp | 12.16%-24.3pp |
| Employer contribution / active EE | $2,315 | $1,924+20.3% | $3,008-23.0% | $2,846-18.7% |
| Participant deferral / active EE | $2,401 | $3,069-21.8% | $4,395-45.4% | $4,805-50.0% |
| Admin fee / account holder | $30 | $102-71.2% | $5,325-99.4% | $133-77.7% |