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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $22,359 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,113 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,492 | $80,781+7.1% | $102,437-15.6% | $74,478+16.1% |
| Participation rate | 93.8% | 65.7%+28.1pp | 74.5%+19.2pp | 67.2%+26.5pp |
| Annual return | 16.33% | 27.58%-11.2pp | 24.95%-8.6pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $4,126 | $3,160+30.6% | $3,871+6.6% | $2,626+57.1% |
| Participant deferral / active EE | $9,092 | $3,862+135.4% | $5,060+79.7% | $4,350+109.0% |
| Admin fee / account holder | $142 | $2,372-94.0% | $8,388-98.3% | $1,946-92.7% |