Filed January 25, 2015
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.
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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 | $48,095 |
SENTINEL PENSION ADVISORS5 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $35,263 |
C & S SERVICES, INC.1 year Filed as: T & C SERVICES Service code 49 · EIN 47-1189249 | Other Services | $7,490 |
Filed as: FIDELITY TRUST COMPANY Service code 19 · EIN 04-3511550 | Securities Custodian | $7,334 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,236 | $89,123-58.2% | $102,460-63.7% | $77,762-52.1% |
| Participation rate | 80.8% | 80.9%-0.1pp | 76.5%+4.3pp | 70.6%+10.2pp |
| Annual return | 13.99% | 25.05%-11.1pp | 29.47%-15.5pp | 31.27%-17.3pp |
| Employer contribution / active EE | $1,003 | $2,700-62.9% | $3,025-66.9% | $2,728-63.2% |
| Participant deferral / active EE | $3,356 | $5,148-34.8% | $5,056-33.6% | $4,651-27.8% |
| Admin fee / account holder | $160 | $236-32.2% | $9,460-98.3% | $433-63.1% |