Filed June 20, 2020
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: NEXT FINANCIAL GROUP INC Service code 55 · EIN 54-1900002 | Other Commissions | $24,093 |
CHERRY BEKAERT LLP1+ years Filed as: CHERRY BEKAERT, LLP Service code 50 · EIN 56-0574444 | Direct Payment | $9,700 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $9,542 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $22 |
Filed as: ENVESTNET RETIREMENT Service code 27 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,322 | $57,921-32.1% | $84,753-53.6% | $57,658-31.8% |
| Participation rate | 79.6% | 72.9%+6.6pp | 76.6%+3.0pp | 70.2%+9.3pp |
| Annual return | 6.22% | 10.24%-4.0pp | 22.78%-16.6pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,813 | $2,598-30.2% | $3,574-49.3% | $1,974-8.1% |
| Participant deferral / active EE | $3,540 | $2,742+29.1% | $3,712-4.6% | $3,061+15.7% |
| Admin fee / account holder | $69 | $130-46.6% | $5,333-98.7% | $95-26.8% |