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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $15,847 |
Filed as: ALEXANDER ARONSON & FINNING Service code 10 · EIN 04-2571780 | Accounting | $9,906 |
Filed as: FIDELITY INVESTMENTS Service code 19 PO BOX 770001 · CINCINNATI, OH 45277 | Securities Custodian | $7,123 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,057 | $99,957+54.1% | $149,745+2.9% | $73,497+109.6% |
| Participation rate | 81.6% | 75.7%+5.9pp | 82.5%-0.9pp | 70.7%+11.0pp |
| Annual return | 12.17% | 53.87%-41.7pp | 276.72%-264.6pp | 28.51%-16.3pp |
| Employer contribution / active EE | $2,265 | $3,191-29.0% | $4,646-51.2% | $2,270-0.2% |
| Participant deferral / active EE | $5,817 | $6,073-4.2% | $6,843-15.0% | $3,740+55.5% |
| Admin fee / account holder | $218 | $551-60.3% | $9,312-97.7% | $513-57.4% |