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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Service code 27 · EIN 04-3422548 | Advisory (Plan) | $15,256 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $13,312 |
CHARLES SCHWAB & CO., INC.1+ years Service code 17 · EIN 94-1737782 | Pension Consulting | $3,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,256 | $48,313+41.3% | $73,309-6.9% | $52,331+30.4% |
| Participation rate | 34.9% | 68.6%-33.7pp | 74.9%-40.0pp | 68.1%-33.2pp |
| Annual return | 7.43% | 3.85%+3.6pp | 5.67%+1.8pp | 4.54%+2.9pp |
| Employer contribution / active EE | $907 | $1,661-45.4% | $3,237-72.0% | $1,882-51.8% |
| Participant deferral / active EE | $1,731 | $4,189-58.7% | $4,991-65.3% | $3,022-42.7% |
| Admin fee / account holder | $453 | $404+12.3% | $5,635-92.0% | $592-23.3% |