Filed June 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC2+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $265,404 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $69,186 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 18 · EIN 04-2785576 | Custodial (other than securities); Di... | $49,396 |
PENCHECKS2+ years Filed as: PENCHECKS, INC. Service code 49 8580 LA MESA BLVD, STE 101 · LA MESA, CA 91941 | Other Services | $20,304 |
RELIANCE TRUST COMPANY2+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $11,255 |
Filed as: MEYER BROTHERS KALICKA, P.C. Service code 10 · EIN 04-2713795 | Accounting | $9,700 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 5.77% | 12.40%-6.6pp | 10.16%-4.4pp | 23.90%-18.1pp |
| Employer contribution / active EE | $8,279 | $8,748-5.4% | $33,192-75.1% | $16,539-49.9% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |