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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $19,111 |
Filed as: SENTINEL BENEFITS& FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $5,477 |
Service code 18 · EIN 94-1737782 | Trustee (directed); Trustee (bank, tr... | $5,406 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,113 | $57,976-46.3% | $63,018-50.6% | $62,293-50.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.91% | 17.54%-7.6pp | 87.62%-77.7pp | 28.90%-19.0pp |
| Employer contribution / active EE | $353 | $2,415-85.4% | $2,761-87.2% | $2,042-82.7% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $114 | $276-58.8% | $3,601-96.8% | $479-76.3% |