Filed June 5, 2012
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 ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $67,901 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,824 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $9,013 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,198 | $66,486-45.6% | $81,370-55.5% | $77,762-53.4% |
| Participation rate | 95.4% | 68.7%+26.7pp | 69.5%+25.9pp | 70.6%+24.8pp |
| Annual return | 13.81% | 15.95%-2.1pp | 24.85%-11.0pp | 31.27%-17.5pp |
| Employer contribution / active EE | $2,477 | $2,158+14.8% | $2,464+0.5% | $2,728-9.2% |
| Participant deferral / active EE | $4,681 | $3,677+27.3% | $3,885+20.5% | $4,651+0.7% |
| Admin fee / account holder | $210 | $586-64.1% | $5,749-96.3% | $433-51.5% |