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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $28,021 |
Filed as: ALEXANDER ARONSON & FINNING Service code 10 · EIN 04-2571780 | Accounting | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,473 | $104,479+39.2% | $159,474-8.8% | $79,391+83.2% |
| Participation rate | 86.5% | 76.6%+9.8pp | 82.8%+3.6pp | 70.7%+15.7pp |
| Annual return | 13.67% | 67.98%-54.3pp | 263.68%-250.0pp | 116.88%-103.2pp |
| Employer contribution / active EE | $2,229 | $3,417-34.8% | $4,831-53.9% | $2,428-8.2% |
| Participant deferral / active EE | $6,480 | $6,468+0.2% | $7,353-11.9% | $4,046+60.2% |
| Admin fee / account holder | $222 | $711-68.8% | $10,802-97.9% | $627-64.5% |