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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $28,275 |
Service code 16 · EIN 04-3422848 | Consulting | $23,175 |
Filed as: FIDELITY PERSONAL TRUST CO Service code 19 2 CONTRA WAY T4R · MERRIMACK, NH 03054 | Securities Custodian | $9,317 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,626 | $100,801+0.8% | $149,745-32.1% | $73,412+38.4% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.5%+17.2pp | 72.2%+27.5pp |
| Annual return | 16.61% | 265.34%-248.7pp | 276.72%-260.1pp | 59.30%-42.7pp |
| Employer contribution / active EE | $4,353 | $3,312+31.4% | $4,646-6.3% | $2,234+94.9% |
| Participant deferral / active EE | $9,430 | $6,404+47.3% | $6,843+37.8% | $3,806+147.8% |
| Admin fee / account holder | $177 | $181-2.0% | $9,312-98.1% | $158+12.2% |