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 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 | $80,731+7.1% | $103,374-16.3% | $74,546+16.0% |
| Participation rate | 93.8% | 65.7%+28.1pp | 74.5%+19.2pp | 67.2%+26.5pp |
| Annual return | 16.33% | 27.56%-11.2pp | 24.89%-8.6pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $4,126 | $3,158+30.7% | $3,869+6.6% | $2,624+57.2% |
| Participant deferral / active EE | $9,092 | $3,860+135.5% | $5,058+79.8% | $4,347+109.1% |
| Admin fee / account holder | $142 | $2,369-94.0% | $8,394-98.3% | $1,944-92.7% |