Filed October 29, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Service code 16 · EIN 04-3422848 | Consulting | $51,150 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $44,597 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $6,140 |
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 | $209,394 | $138,393+51.3% | $184,256+13.6% | $80,959+158.6% |
| Participation rate | 98.9% | 83.9%+15.0pp | 86.8%+12.0pp | 67.7%+31.2pp |
| Annual return | 14.49% | 20.01%-5.5pp | 28.85%-14.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $5,616 | $4,847+15.9% | $6,427-12.6% | $2,757+103.7% |
| Participant deferral / active EE | $9,734 | $7,076+37.6% | $9,133+6.6% | $4,300+126.4% |
| Admin fee / account holder | $1,009 | $10,489-90.4% | $13,899-92.7% | $6,925-85.4% |