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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $31,100 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS AND FINANCIAL GRP Service code 15 · EIN 20-5916766 | Recordkeeping | $9,303 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,149 | $86,655+29.4% | $119,622-6.2% | $66,938+67.5% |
| Participation rate | 55.1% | 75.6%-20.4pp | 79.3%-24.1pp | 69.8%-14.7pp |
| Annual return | -18.00% | -8.00%-10.0pp | -14.98%-3.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $550 | $2,536-78.3% | $4,232-87.0% | $2,545-78.4% |
| Participant deferral / active EE | $6,159 | $4,358+41.3% | $5,601+10.0% | $4,238+45.3% |
| Admin fee / account holder | $503 | $755-33.3% | $10,328-95.1% | $594-15.2% |