Filed June 23, 2015
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC5+ years Service code 53 · EIN 95-3845382 | Insurance Commissions | $83,443 |
Service code 49 · EIN 04-1590850 | Other Services | $7,196 |
INVESCO1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NUVEEN3 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | 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 | $117,718 | $98,982+18.9% | $162,185-27.4% | $65,186+80.6% |
| Participation rate | 98.4% | 85.8%+12.6pp | 87.6%+10.8pp | 70.2%+28.2pp |
| Annual return | 16.28% | 24.84%-8.6pp | 115.61%-99.3pp | 29.39%-13.1pp |
| Employer contribution / active EE | $3,582 | $3,467+3.3% | $5,613-36.2% | $2,177+64.6% |
| Participant deferral / active EE | $5,100 | $5,384-5.3% | $7,297-30.1% | $3,514+45.1% |
| Admin fee / account holder | $23 | $596-96.1% | $10,844-99.8% | $847-97.2% |