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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Float reven... | $164,684 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL PENSION ADVISORS, INC Service code 16 · EIN 04-3422848 | Consulting | $37,500 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $27,919 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $11,449 |
Filed as: MERRILL LYNCH Service code 16 2200 FLETCHER AVENUE · FORT LEE, NJ 07024 | Consulting | $6,000 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $106,625 | $88,324+20.7% | $115,038-7.3% | $55,191+93.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 0.01% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $3,755 | $2,805+33.9% | $4,608-18.5% | $1,899+97.8% |
| Participant deferral / active EE | $8,868 | $5,042+75.9% | $6,026+47.1% | $3,046+191.1% |
| Admin fee / account holder | $272 | $105+158.2% | $8,175-96.7% | $91+199.8% |