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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $31,336 |
AAFCPA'S1 year Filed as: AAFCPA'S INC. Service code 10 · EIN 04-2571780 | Accounting | $16,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,667 | $101,539+34.6% | $147,041-7.1% | $74,400+83.7% |
| Participation rate | 89.7% | 75.5%+14.1pp | 82.2%+7.5pp | 67.2%+22.5pp |
| Annual return | 15.12% | 8740.84%-8725.7pp | 419.21%-404.1pp | 1367.51%-1352.4pp |
| Employer contribution / active EE | $2,744 | $3,811-28.0% | $4,935-44.4% | $2,624+4.6% |
| Participant deferral / active EE | $7,052 | $7,304-3.4% | $8,071-12.6% | $4,348+62.2% |
| Admin fee / account holder | $250 | $1,749-85.7% | $13,006-98.1% | $1,944-87.1% |