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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 | $40,559 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $5,378 |
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 | $64,761 | $82,163-21.2% | $125,363-48.3% | $64,814-0.1% |
| Participation rate | 17.1% | 77.9%-60.7pp | 82.4%-65.2pp | 71.5%-54.3pp |
| Annual return | -16.31% | 3.49%-19.8pp | 572.15%-588.5pp | 32.84%-49.1pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,886 | $7,175-59.8% | $7,447-61.2% | $4,310-33.0% |
| Admin fee / account holder | $323 | $163+98.0% | $10,005-96.8% | $188+72.0% |