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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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,348 | $64,705-43.8% | $62,929-42.2% | $67,986-46.5% |
| Participation rate | 95.0% | 65.6%+29.4pp | 73.1%+21.9pp | 57.2%+37.8pp |
| Annual return | 10.63% | 20.31%-9.7pp | 1063.93%-1053.3pp | 31.67%-21.0pp |
| Employer contribution / active EE | $1,170 | $2,376-50.7% | $2,505-53.3% | $2,019-42.0% |
| Participant deferral / active EE | $0 | $3,198-100.0% | $3,888-100.0% | $3,358-100.0% |
| Admin fee / account holder | $158 | $1,428-88.9% | $5,065-96.9% | $3,203-95.1% |