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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7 years Service code 15 · EIN 04-3422848 | Recordkeeping | $42,250 |
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $22,422 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. Service code 15 · EIN 94-1737782 | Recordkeeping | $6,956 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,303 | $102,422+63.3% | $147,117+13.7% | $80,959+106.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.28% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,459 | $3,717+20.0% | $4,932-9.6% | $2,757+61.7% |
| Participant deferral / active EE | $14,967 | $6,652+125.0% | $8,065+85.6% | $4,300+248.0% |
| Admin fee / account holder | $539 | $7,953-93.2% | $12,993-95.9% | $6,925-92.2% |