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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $21,295 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $8,232 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. Service code 18 · EIN 94-1737782 | Trustee (bank, trust company, or simi... | $5,788 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,323 | $53,678-41.6% | $69,455-54.9% | - |
| Participation rate | 92.8% | 80.2%+12.6pp | 74.6%+18.2pp | - |
| Annual return | 5.67% | 11.59%-5.9pp | 28.97%-23.3pp | - |
| Employer contribution / active EE | $1,153 | $2,469-53.3% | $2,779-58.5% | - |
| Participant deferral / active EE | $0 | $3,620-100.0% | $3,535-100.0% | - |
| Admin fee / account holder | $120 | $3,899-96.9% | $3,839-96.9% | - |