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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFIT GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $11,642 |
MATCH GRADE ADVISORS, LLC2 years Service code 16 · EIN 83-1832626 | Consulting | $7,955 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,427 | $98,766-51.0% | $149,730-67.7% | $79,852-39.4% |
| Participation rate | 32.7% | 75.8%-43.1pp | 82.5%-49.8pp | 69.6%-37.0pp |
| Annual return | 14.96% | 27.43%-12.5pp | 276.70%-261.7pp | 31.72%-16.8pp |
| Employer contribution / active EE | $918 | $3,217-71.5% | $4,645-80.2% | $2,471-62.9% |
| Participant deferral / active EE | $1,747 | $5,681-69.2% | $6,843-74.5% | $3,740-53.3% |
| Admin fee / account holder | $376 | $6,052-93.8% | $9,310-96.0% | $5,306-92.9% |