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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL ADVISORS Service code 27 · EIN 04-3422848 | Advisory (Plan) | $45,150 |
RELIANCE TRUST COMPANY6 years Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $6,716 |
ELKO & ASSOCIATES, LTD.6 years Service code 10 · EIN 23-3063393 | Accounting | $0 |
SENTINEL PENSION ADVISORS6 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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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 10.56% | 7.94%+2.6pp | 9.78%+0.8pp | 11.84%-1.3pp |
| Employer contribution / active EE | $0 | $42,390-100.0% | $46,889-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |