Filed May 29, 2015
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 99 · EIN 52-0783935 | Other Fees | $4,990 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,931 | $55,437-26.2% | $155,534-73.7% | $74,459-45.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.97% | 269.58%-255.6pp | 64.92%-50.9pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $2,435 | $2,266+7.4% | $4,675-47.9% | $2,626-7.3% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $195 | $1,742-88.8% | $15,900-98.8% | $1,945-90.0% |