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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Service code 28 · EIN 04-3422848 | Investment Management | $13,452 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $9,225 |
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 | $170,809 | $55,002+210.5% | $59,887+185.2% | $56,287+203.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -1.35% | 1.13%-2.5pp | 3.46%-4.8pp | -9.96%+8.6pp |
| Employer contribution / active EE | $2,090 | $2,448-14.6% | $2,722-23.2% | $2,111-1.0% |
| Participant deferral / active EE | $1,915 | $3,121-38.6% | $3,402-43.7% | $3,350-42.8% |
| Admin fee / account holder | $84 | $236-64.5% | $3,591-97.7% | $521-83.9% |