Filed December 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CETERA ADVISORS, LLC Service code 99 · EIN 84-0858799 | Other Fees | $20,328 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,613 |
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 | $64,052 | $73,102-12.4% | $123,552-48.2% | $56,287+13.8% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.0pp | 69.9%+29.5pp |
| Annual return | -4.91% | 3.01%-7.9pp | 119.20%-124.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,543 | $2,977+19.0% | $4,628-23.4% | $2,111+67.9% |
| Participant deferral / active EE | $7,060 | $5,423+30.2% | $6,426+9.9% | $3,350+110.8% |
| Admin fee / account holder | $66 | $554-88.1% | $9,285-99.3% | $521-87.3% |