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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,378 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $15,582 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $7,999 |
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 | $127,584 | $64,176+98.8% | $112,249+13.7% | $66,938+90.6% |
| Participation rate | 97.7% | 68.4%+29.3pp | 75.1%+22.7pp | 69.8%+27.9pp |
| Annual return | -16.27% | -13.80%-2.5pp | 27.48%-43.8pp | 1.58%-17.9pp |
| Employer contribution / active EE | $11,964 | $3,007+297.9% | $3,636+229.1% | $2,545+370.1% |
| Participant deferral / active EE | $12,001 | $3,694+224.9% | $4,729+153.8% | $4,238+183.2% |
| Admin fee / account holder | $384 | $626-38.7% | $6,412-94.0% | $594-35.4% |