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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $19,704 |
Service code 16 · EIN 04-3422848 | Consulting | $16,757 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $2,921 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,348 | $58,888-33.2% | $178,499-78.0% | $73,493-46.5% |
| Participation rate | 72.6% | 66.2%+6.4pp | 81.9%-9.3pp | 70.7%+1.9pp |
| Annual return | 14.38% | 24.86%-10.5pp | 151.10%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $803 | $2,236-64.1% | $5,011-84.0% | $2,270-64.6% |
| Participant deferral / active EE | $3,094 | $2,568+20.5% | $5,202-40.5% | $3,740-17.3% |
| Admin fee / account holder | $214 | $400-46.5% | $13,986-98.5% | $513-58.3% |