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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $21,186 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $575 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,233 | $60,989+15.2% | $60,899+15.3% | $66,930+4.9% |
| Participation rate | 91.3% | 74.5%+16.8pp | 73.1%+18.2pp | 69.8%+21.5pp |
| Annual return | -13.28% | -9.60%-3.7pp | 16.92%-30.2pp | 1.57%-14.9pp |
| Employer contribution / active EE | $1,544 | $2,661-42.0% | $2,702-42.9% | $2,545-39.3% |
| Participant deferral / active EE | $2,838 | $3,615-21.5% | $3,817-25.6% | $4,238-33.0% |
| Admin fee / account holder | $58 | $338-83.0% | $3,225-98.2% | $593-90.3% |