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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 | $37,056 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $33,048 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,166 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,815 | $106,264-58.8% | $147,117-70.2% | $77,762-43.7% |
| Participation rate | 85.7% | 78.4%+7.3pp | 82.2%+3.5pp | 70.6%+15.1pp |
| Annual return | 14.35% | 56.94%-42.6pp | 420.54%-406.2pp | 31.27%-16.9pp |
| Employer contribution / active EE | $1,163 | $4,074-71.5% | $4,932-76.4% | $2,728-57.4% |
| Participant deferral / active EE | $3,564 | $8,003-55.5% | $8,065-55.8% | $4,651-23.4% |
| Admin fee / account holder | $240 | $334-28.1% | $12,993-98.1% | $433-44.4% |