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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL ADVISORS Service code 27 · EIN 04-3422848 | Advisory (Plan) | $33,299 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP Service code 11 · EIN 20-5916766 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Actuarial | $25,475 |
ELKO & ASSOCIATES, LTD.2 years Service code 10 · EIN 23-3063393 | Accounting | $8,750 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $8,568 |
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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 | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 12.70% | 10.58%+2.1pp | 14.41%-1.7pp | 13.95%-1.2pp |
| Employer contribution / active EE | $18,126 | $37,352-51.5% | $45,283-60.0% | $16,598+9.2% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |