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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: FORTUNE FINANCIAL SERVICES Service code 27 3582 BRODHEAD ROAD, SUITE 202 · MONACA, PA 15061 | Advisory (Plan) | $10,163 |
Filed as: SENTINEL PENSION ADVISORS, LLC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $5,710 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,933 | $104,479-71.4% | $159,474-81.2% | $79,391-62.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 9.40% | 67.98%-58.6pp | 263.68%-254.3pp | 116.88%-107.5pp |
| Employer contribution / active EE | $2,447 | $3,417-28.4% | $4,831-49.3% | $2,428+0.8% |
| Participant deferral / active EE | $917 | $6,468-85.8% | $7,353-87.5% | $4,046-77.3% |
| Admin fee / account holder | $142 | $711-80.0% | $10,802-98.7% | $627-77.3% |