Filed June 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC7+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $313,674 |
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $52,025 |
PENCHECKS7+ years Filed as: PENCHECKS, INC. Service code 49 8580 LA MESA BLVD, STE 101 · LA MESA, CA 91941 | Other Services | $33,446 |
RELIANCE TRUST COMPANY7+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $18,257 |
Filed as: FIDELITY INSTL BROKERAGE GROUP Service code 18 · EIN 04-3523439 | Direct payment from the plan; Custodi... | $15,333 |
MEYERS BROTHERS KALICKA, PC6 years Filed as: MEYER BROTHERS KALICKA, P.C. Service code 10 · EIN 04-2713795 | Accounting | $9,500 |
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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 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -0.06% | -10.37%+10.3pp | -38.85%+38.8pp | 2.77%-2.8pp |
| Employer contribution / active EE | $8,002 | $8,700-8.0% | $37,755-78.8% | $15,262-47.6% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |