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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 | $30,229 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Direct payment from the plan; Custodi... | $5,080 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $3,504 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,009 | $84,487-62.1% | $125,339-74.5% | $66,914-52.2% |
| Participation rate | 81.0% | 76.4%+4.6pp | 82.4%-1.4pp | 69.8%+11.2pp |
| Annual return | -18.79% | -8.39%-10.4pp | 572.05%-590.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $422 | $3,553-88.1% | $4,814-91.2% | $2,544-83.4% |
| Participant deferral / active EE | $3,206 | $6,781-52.7% | $7,446-56.9% | $4,237-24.3% |
| Admin fee / account holder | $236 | $685-65.5% | $10,010-97.6% | $593-60.2% |