Filed June 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $122,514 |
SENTINEL PENSION ADVISORS4 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $55,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,226 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,091 | $52,293-13.8% | $178,499-74.7% | $73,412-38.6% |
| Participation rate | 89.2% | 65.3%+23.8pp | 81.9%+7.2pp | 72.2%+17.0pp |
| Annual return | 15.71% | 34.75%-19.0pp | 151.10%-135.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $3,413 | $1,735+96.7% | $5,011-31.9% | $2,234+52.8% |
| Participant deferral / active EE | $3,777 | $2,332+61.9% | $5,202-27.4% | $3,806-0.8% |
| Admin fee / account holder | $137 | $127+7.5% | $13,986-99.0% | $158-13.3% |