Filed December 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 99 · EIN 84-0858799 | Other Fees | $51,051 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION Service code 49 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Other Services | $31,016 |
Filed as: ERICKSEN KRENTEL Service code 10 · EIN 72-0549733 | Accounting | $11,500 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,385 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,385 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,620 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,879 | $91,424+20.2% | $135,942-19.2% | $71,495+53.7% |
| Participation rate | 78.5% | 75.7%+2.8pp | 81.9%-3.4pp | 67.9%+10.6pp |
| Annual return | 19.47% | 29.90%-10.4pp | 68.28%-48.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $3,714 | $3,704+0.3% | $4,858-23.5% | $2,589+43.4% |
| Participant deferral / active EE | $8,910 | $7,092+25.6% | $7,759+14.8% | $4,291+107.7% |
| Admin fee / account holder | $207 | $1,266-83.7% | $10,764-98.1% | $1,588-87.0% |