Filed August 30, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC2+ years Filed as: SHEPHERD KAPLAN, LLC Service code 27 · EIN 04-3404767 | Advisory (Plan) | $185,353 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $60,057 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $58,200 |
FALCON INVESTMENT ADVISORS, LLC2+ years Filed as: FALCON INVESTMENT ADVIOSRS, LLC Service code 50 21 CUSTOM HOUSE ST · BOSTON, MA 02110 | Direct Payment | $53,226 |
AMERICAN FUNDS1 year Filed as: CAPITAL SPRING LLC Service code 50 950 THIRD AVENUE · NEW YORK, NY 10022 | Direct Payment | $17,251 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 50 · EIN 04-3523567 | Direct Payment | $9,746 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 2.66% | 16.85%-14.2pp | 5.44%-2.8pp | 11.88%-9.2pp |
| Employer contribution / active EE | $11,111 | $10,313+7.7% | $25,481-56.4% | $14,612-24.0% |
| Participant deferral / active EE | $22 | $445-95.1% | $65-66.4% | $518-95.8% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |