Filed April 30, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA ADVISOR NETWORKS INSURANCE Service code 55 1111 N NORTHSHORE DR STE · KNOXVILLE, TN 37919 | Other Commissions | $134,870 |
Service code 28 · EIN 71-0294708 | Investment Management | $98,667 |
FID INV INST OPS CO4 years Service code 37 · EIN 04-2647786 | Loan Processing | $68,609 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,023 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $15,433 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 28 PO BOX 7108 · TROY, MI 480077108 | Investment Management | $6,696 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $94,398 | $69,238+36.3% | $185,854-49.2% | $101,555-7.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.7%+18.3pp | 74.5%+25.5pp |
| Annual return | 13.65% | 21.26%-7.6pp | 122.12%-108.5pp | 21.00%-7.4pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,169-100.0% | $2,972-100.0% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,569-100.0% | $4,874-100.0% |
| Admin fee / account holder | $32 | $66-51.5% | $16,246-99.8% | $139-76.9% |