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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $142,194 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL PENSION ADVISORS, INC Service code 16 · EIN 04-3422848 | Consulting | $50,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $13,300 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $6,555 |
NATIONAL FINANCIAL SERVICES2+ 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 | $117,313 | $80,177+46.3% | $123,894-5.3% | $57,658+103.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 10.12% | 17.90%-7.8pp | 47.52%-37.4pp | 5.13%+5.0pp |
| Employer contribution / active EE | $4,038 | $2,913+38.6% | $4,617-12.5% | $1,974+104.6% |
| Participant deferral / active EE | $9,128 | $5,130+77.9% | $5,984+52.5% | $3,061+198.2% |
| Admin fee / account holder | $78 | $106-26.6% | $8,357-99.1% | $95-17.4% |