Filed June 7, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC3+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $265,076 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $153,497 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 18 · EIN 04-3523439 | Direct payment from the plan; Custodi... | $52,462 |
PENCHECKS3+ years Filed as: PENCHECKS, INC. Service code 49 8580 LA MESA BLVD, STE 101 · LA MESA, CA 91941 | Other Services | $32,525 |
RELIANCE TRUST COMPANY3+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $13,588 |
MEYERS BROTHERS KALICKA, PC2 years Filed as: MEYER BROTHERS KALICKA, P.C. Service code 10 · EIN 04-2713795 | Accounting | $8,900 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -1.61% | -2.48%+0.9pp | -102.04%+100.4pp | 0.19%-1.8pp |
| Employer contribution / active EE | $10,446 | $7,648+36.6% | $36,232-71.2% | $13,763-24.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |