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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFIT GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $9,104 |
MATCH GRADE ADVISORS, LLC4 years Service code 16 · EIN 83-1832626 | Consulting | $8,229 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $818 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,840 | $82,674-38.5% | $125,363-59.4% | $68,495-25.8% |
| Participation rate | 31.3% | 75.0%-43.7pp | 82.4%-51.0pp | 67.9%-36.5pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.15%-589.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $868 | $3,382-74.3% | $4,815-82.0% | $2,596-66.6% |
| Participant deferral / active EE | $1,677 | $6,111-72.6% | $7,447-77.5% | $4,028-58.4% |
| Admin fee / account holder | $465 | $6,276-92.6% | $10,005-95.3% | $5,403-91.4% |