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 | $101,591+34.9% | $147,096-6.8% | $74,429+84.1% |
| Participation rate | 77.8% | 75.5%+2.3pp | 82.2%-4.4pp | 67.2%+10.6pp |
| Annual return | 17.92% | 8746.45%-8728.5pp | 419.75%-401.8pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $4,000 | $3,813+4.9% | $4,936-19.0% | $2,625+52.4% |
| Participant deferral / active EE | $9,328 | $7,302+27.7% | $8,071+15.6% | $4,348+114.5% |
| Admin fee / account holder | $208 | $1,750-88.1% | $13,005-98.4% | $1,944-89.3% |