Filed February 3, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $21,669 |
YEO & YEO PC4 years Filed as: YEO & YEO, P.C. Service code 10 · EIN 38-2706146 | Accounting | $10,120 |
RETIREMENT FUNDING ADVISORS4 years Service code 27 · EIN 38-3242375 | Advisory (Plan) | $5,621 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,145 | $27,632+219.0% | $61,452+43.4% | $68,486+28.7% |
| Participation rate | 48.6% | 39.5%+9.1pp | 52.6%-3.9pp | 67.9%-19.2pp |
| Annual return | -13.76% | -13.24%-0.5pp | 338.96%-352.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $447 | $696-35.8% | $1,160-61.5% | $2,597-82.8% |
| Participant deferral / active EE | $1,510 | $1,264+19.5% | $2,125-28.9% | $4,028-62.5% |
| Admin fee / account holder | $737 | $2,010-63.3% | $2,131-65.4% | $5,404-86.4% |