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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY4 years Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $10,308 |
ELKO & ASSOCIATES, LTD.4 years Service code 10 · EIN 23-3063393 | Accounting | $4,375 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL ADVISORS Service code 27 · EIN 04-3422848 | Advisory (Plan) | $0 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP Service code 11 · EIN 20-5916766 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Actuarial | $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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 15.64% | 13.54%+2.1pp | 13.48%+2.2pp | 16.32%-0.7pp |
| Employer contribution / active EE | $0 | $37,659-100.0% | $47,067-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |