Filed November 20, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $81,969 |
SNYDER CAPITAL MANAGEMENT3 years Filed as: SNYDER COHN, PC Service code 10 · EIN 52-1022232 | Accounting | $33,700 |
USI CONSULTING GROUP10+ years Filed as: USI ADVISORS, INC. Service code 26 95 GLASTONBURY BLVD, STE 102 · GLASTONBURY, CT 060336503 | Advisory (Participants) | $22,500 |
CHARLES SCHWAB & CO., INC.5 years Service code 18 · EIN 52-1022232 | Direct payment from the plan; Custodi... | $22,268 |
Employer contribution per participant 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 | $206,527 | $106,230+94.4% | $147,080+40.4% | $77,736+165.7% |
| Participation rate | 88.7% | 78.4%+10.3pp | 82.2%+6.5pp | 70.6%+18.1pp |
| Annual return | 16.96% | 56.91%-40.0pp | 420.17%-403.2pp | 31.26%-14.3pp |
| Employer contribution / active EE | $333 | $4,072-91.8% | $4,933-93.2% | $2,728-87.8% |
| Participant deferral / active EE | $12,384 | $8,001+54.8% | $8,066+53.5% | $4,651+166.3% |
| Admin fee / account holder | $281 | $338-17.0% | $12,989-97.8% | $433-35.2% |