Filed June 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC1+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $254,254 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 18 · EIN 04-2785576 | Custodial (other than securities); Di... | $40,316 |
PENCHECKS1+ years Filed as: PENCHECKS, INC. Service code 49 8580 LA MESA BLVD, STE 101 · LA MESA, CA 91941 | Other Services | $34,295 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $26,676 |
RELIANCE TRUST COMPANY1+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $7,174 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 3.86% | 5.09%-1.2pp | 5.00%-1.1pp | 7.18%-3.3pp |
| Employer contribution / active EE | $7,525 | $7,393+1.8% | $35,918-79.1% | $13,095-42.5% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |