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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $9,752 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL ADVISORS Service code 27 · EIN 04-3422848 | Advisory (Plan) | $9,146 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP Service code 11 · EIN 20-5916766 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Actuarial | $7,875 |
ELKO & ASSOCIATES, LTD.3 years Service code 10 · EIN 23-3063393 | Accounting | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -3.51% | -2.53%-1.0pp | -61.72%+58.2pp | -0.69%-2.8pp |
| Employer contribution / active EE | $0 | $37,001-100.0% | $47,703-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |