Filed June 20, 2020
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHERRY BEKAERT LLP3+ years Filed as: CHERRY BEKAERT, LLP Service code 50 · EIN 56-0574444 | Direct Payment | $24,725 |
LPL FINANCIAL3+ years Filed as: NEXT FINANCIAL GROUP INC Service code 55 · EIN 54-1900002 | Other Commissions | $24,725 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $9,271 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
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 | $42,572 | $56,443-24.6% | $83,831-49.2% | $55,725-23.6% |
| Participation rate | 96.2% | 72.0%+24.2pp | 76.1%+20.1pp | 70.9%+25.4pp |
| Annual return | -4.65% | 393.67%-398.3pp | 850.99%-855.6pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,463 | $2,682-8.1% | $3,631-32.2% | $2,078+18.5% |
| Participant deferral / active EE | $4,902 | $2,965+65.3% | $4,082+20.1% | $3,356+46.1% |
| Admin fee / account holder | $96 | $156-38.5% | $5,479-98.2% | $115-16.6% |