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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,667 | $101,672+34.4% | $147,117-7.1% | $74,478+83.5% |
| Participation rate | 89.7% | 75.5%+14.1pp | 82.2%+7.5pp | 67.2%+22.5pp |
| Annual return | 15.12% | 8757.83%-8742.7pp | 420.54%-405.4pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $2,744 | $3,813-28.0% | $4,932-44.4% | $2,626+4.5% |
| Participant deferral / active EE | $7,052 | $7,305-3.5% | $8,065-12.6% | $4,350+62.1% |
| Admin fee / account holder | $250 | $1,753-85.7% | $12,993-98.1% | $1,946-87.2% |