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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Service code 27 · EIN 04-3422548 | Advisory (Plan) | $17,385 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $14,192 |
CHARLES SCHWAB & CO., INC.2+ years Service code 17 · EIN 94-1737782 | Pension Consulting | $6,530 |
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 | $51,857 | $51,244+1.2% | $80,977-36.0% | $55,167-6.0% |
| Participation rate | 33.2% | 71.7%-38.5pp | 75.8%-42.6pp | 69.0%-35.8pp |
| Annual return | 12.84% | 17.39%-4.6pp | 17.11%-4.3pp | 169.23%-156.4pp |
| Employer contribution / active EE | $874 | $1,770-50.6% | $3,715-76.5% | $1,963-55.5% |
| Participant deferral / active EE | $1,516 | $4,418-65.7% | $5,696-73.4% | $3,054-50.4% |
| Admin fee / account holder | $371 | $398-6.8% | $5,517-93.3% | $504-26.4% |