Filed June 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC5+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $243,670 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $45,250 |
PENCHECKS5+ years Filed as: PENCHECKS, INC. Service code 49 8580 LA MESA BLVD, STE 101 · LA MESA, CA 91941 | Other Services | $36,526 |
Filed as: FIDELITY INSTL BROKERAGE GROUP Service code 18 · EIN 04-3523439 | Direct payment from the plan; Custodi... | $23,288 |
RELIANCE TRUST COMPANY5+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $14,904 |
MEYERS BROTHERS KALICKA, PC4 years Filed as: MEYER BROTHERS KALICKA, P.C. Service code 10 · EIN 04-2713795 | Accounting | $5,000 |
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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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 4.71% | 10.64%-5.9pp | 90.61%-85.9pp | 11.45%-6.7pp |
| Employer contribution / active EE | $26,832 | $11,339+136.6% | $32,730-18.0% | $17,219+55.8% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |