Filed January 23, 2013 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $25,452 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISOR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,176 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,153 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,483 | $63,768-42.8% | $98,506-63.0% | $79,389-54.0% |
| Participation rate | 93.0% | 69.9%+23.1pp | 73.3%+19.6pp | 70.7%+22.3pp |
| Annual return | 12.36% | 626.18%-613.8pp | 1494.92%-1482.6pp | 116.89%-104.5pp |
| Employer contribution / active EE | $1,210 | $2,558-52.7% | $2,961-59.2% | $2,428-50.2% |
| Participant deferral / active EE | $4,159 | $3,305+25.8% | $4,277-2.8% | $4,046+2.8% |
| Admin fee / account holder | $208 | $516-59.6% | $5,955-96.5% | $626-66.8% |