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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Service code 15 · EIN 04-3527574 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Recordkeeping | $14,766 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,254 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,675 | $82,674-59.3% | $125,381-73.1% | $68,486-50.8% |
| Participation rate | 84.2% | 75.1%+9.2pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -13.11% | -5.97%-7.1pp | 572.31%-585.4pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,703 | $3,382-49.7% | $4,815-64.6% | $2,597-34.4% |
| Participant deferral / active EE | $8,417 | $6,111+37.7% | $7,448+13.0% | $4,028+109.0% |
| Admin fee / account holder | $192 | $6,277-96.9% | $10,007-98.1% | $5,404-96.5% |