Filed December 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 | Other Fees | $55,944 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION Service code 49 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Other Services | $22,733 |
BKD, LLP1 year Filed as: LAPORTE, APAC Service code 10 · EIN 72-1088864 | Accounting | $15,500 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,674 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS LLC Service code 26 · EIN 84-0858799 | Advisory (Participants) | $9,722 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $4,212 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,037 | $101,672+34.8% | $147,117-6.9% | $74,478+84.0% |
| Participation rate | 77.8% | 75.5%+2.3pp | 82.2%-4.4pp | 67.2%+10.6pp |
| Annual return | 17.92% | 8757.83%-8739.9pp | 420.54%-402.6pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $4,000 | $3,813+4.9% | $4,932-18.9% | $2,626+52.3% |
| Participant deferral / active EE | $9,328 | $7,305+27.7% | $8,065+15.7% | $4,350+114.4% |
| Admin fee / account holder | $208 | $1,753-88.1% | $12,993-98.4% | $1,946-89.3% |