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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Inv... | $167,645 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL PENSION ADVISORS, INC Service code 16 · EIN 04-3422848 | Consulting | $50,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $142,983 | $225,748-36.7% | $136,298+4.9% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | - |
| Annual return | 18.48% | 13.52%+5.0pp | 5156.27%-5137.8pp | - |
| Employer contribution / active EE | $0 | $3,134-100.0% | $4,696-100.0% | - |
| Participant deferral / active EE | $0 | $4,803-100.0% | $6,247-100.0% | - |
| Admin fee / account holder | $291 | $10,864-97.3% | $9,244-96.9% | - |