Filed June 20, 2020
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: NEXT FINANCIAL GROUP INC Service code 55 · EIN 54-1900002 | Other Commissions | $44,477 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $16,236 |
CHERRY BEKAERT LLP2+ years Filed as: CHERRY BEKAERT, LLP Service code 50 · EIN 56-0574444 | Direct Payment | $7,200 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $20 |
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 | $44,245 | $60,545-26.9% | $92,240-52.0% | $69,631-36.5% |
| Participation rate | 94.0% | 72.2%+21.8pp | 76.5%+17.5pp | 70.7%+23.3pp |
| Annual return | 19.39% | 19.71%-0.3pp | 176.29%-156.9pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $2,171 | $2,633-17.6% | $3,680-41.0% | $2,032+6.8% |
| Participant deferral / active EE | $4,243 | $2,828+50.0% | $3,897+8.9% | $3,224+31.6% |
| Admin fee / account holder | $71 | $145-51.0% | $5,194-98.6% | $110-35.7% |