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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,815 | $106,110-58.7% | $147,005-70.2% | $77,671-43.6% |
| Participation rate | 85.7% | 78.4%+7.3pp | 82.2%+3.6pp | 70.6%+15.1pp |
| Annual return | 14.35% | 56.77%-42.4pp | 418.76%-404.4pp | 31.21%-16.9pp |
| Employer contribution / active EE | $1,163 | $4,065-71.4% | $4,934-76.4% | $2,726-57.4% |
| Participant deferral / active EE | $3,564 | $7,992-55.4% | $8,070-55.8% | $4,648-23.3% |
| Admin fee / account holder | $240 | $338-28.8% | $13,006-98.2% | $430-44.1% |