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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $8,765 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,329 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,810 | $65,083+54.9% | $143,788-29.9% | $66,930+50.6% |
| Participation rate | 85.6% | 65.2%+20.4pp | 80.3%+5.3pp | 69.8%+15.8pp |
| Annual return | -17.61% | -11.13%-6.5pp | -0.03%-17.6pp | 1.57%-19.2pp |
| Employer contribution / active EE | $7,198 | $2,361+204.8% | $4,952+45.4% | $2,545+182.8% |
| Participant deferral / active EE | $5,910 | $2,920+102.4% | $5,638+4.8% | $4,238+39.5% |
| Admin fee / account holder | $99 | $502-80.2% | $14,675-99.3% | $593-83.3% |