Filed June 20, 2020
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $28,535 |
CHERRY BEKAERT LLP5+ years Filed as: CHERRY BEKAERT, LLP Service code 50 · EIN 56-0574444 | Direct Payment | $16,942 |
LPL FINANCIAL5+ years Filed as: NEXT FINANCIAL GROUP INC Service code 55 · EIN 54-1900002 | Other Commissions | $16,942 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Service code 49 · EIN 36-3429599 | Other Services | $26 |
Filed as: ENVESTNET RETIREMENT Service code 27 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $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 | $61,283 | $91,517-33.0% | $101,275-39.5% | $73,412-16.5% |
| Participation rate | 94.9% | 73.8%+21.1pp | 75.8%+19.0pp | 72.2%+22.7pp |
| Annual return | 13.87% | 17.17%-3.3pp | 46.48%-32.6pp | 59.30%-45.4pp |
| Employer contribution / active EE | $2,697 | $2,877-6.3% | $3,660-26.3% | $2,234+20.7% |
| Participant deferral / active EE | $5,393 | $3,338+61.6% | $4,371+23.4% | $3,806+41.7% |
| Admin fee / account holder | $72 | $216-66.7% | $5,948-98.8% | $158-54.5% |