Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Service code 15 · EIN 04-3422848 | Recordkeeping | $30,136 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,612 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 15 · EIN 94-1737782 | Recordkeeping | $5,182 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $138,250 | $98,766+40.0% | $149,730-7.7% | $79,852+73.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.12% | 27.43%-10.3pp | 276.70%-259.6pp | 31.72%-14.6pp |
| Employer contribution / active EE | $3,795 | $3,217+18.0% | $4,645-18.3% | $2,471+53.6% |
| Participant deferral / active EE | $13,177 | $5,681+132.0% | $6,843+92.6% | $3,740+252.3% |
| Admin fee / account holder | $389 | $6,052-93.6% | $9,310-95.8% | $5,306-92.7% |