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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS9 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $28,115 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $11,486 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $6,172 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,348 | $65,084-44.2% | $67,681-46.3% | $64,340-43.5% |
| Participation rate | 95.0% | 66.7%+28.3pp | 73.7%+21.3pp | 55.2%+39.8pp |
| Annual return | 10.63% | 20.50%-9.9pp | 590.58%-580.0pp | 24.14%-13.5pp |
| Employer contribution / active EE | $1,170 | $2,398-51.2% | $2,678-56.3% | $1,862-37.1% |
| Participant deferral / active EE | $0 | $3,210-100.0% | $3,976-100.0% | $2,980-100.0% |
| Admin fee / account holder | $158 | $1,415-88.8% | $6,100-97.4% | $3,703-95.7% |