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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 | $44,017 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $5,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,732 | $106,230-32.5% | $147,080-51.2% | $77,736-7.7% |
| Participation rate | 16.6% | 78.4%-61.8pp | 82.2%-65.5pp | 70.6%-54.0pp |
| Annual return | 13.74% | 56.91%-43.2pp | 420.17%-406.4pp | 31.26%-17.5pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,910 | $8,001-63.6% | $8,066-63.9% | $4,651-37.4% |
| Admin fee / account holder | $308 | $338-8.9% | $12,989-97.6% | $433-28.8% |