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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8 years Service code 15 · EIN 04-3422848 | Recordkeeping | $46,942 |
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $22,272 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. Service code 15 · EIN 94-1737782 | Recordkeeping | $7,586 |
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 | $206,035 | $106,749+93.0% | $145,433+41.7% | $82,448+149.9% |
| Participation rate | 98.6% | 75.6%+23.0pp | 82.1%+16.5pp | 68.1%+30.6pp |
| Annual return | 17.26% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $4,824 | $3,444+40.0% | $4,554+5.9% | $2,551+89.1% |
| Participant deferral / active EE | $16,387 | $6,519+151.4% | $7,897+107.5% | $4,139+295.9% |
| Admin fee / account holder | $630 | $8,390-92.5% | $13,129-95.2% | $7,234-91.3% |