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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $56,600 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $24,829 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Securities Custodian | $15,478 |
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 | $35,642 | $80,177-55.5% | $123,894-71.2% | $57,658-38.2% |
| Participation rate | 88.3% | 74.4%+13.9pp | 81.4%+6.9pp | 70.2%+18.1pp |
| Annual return | 9.34% | 17.90%-8.6pp | 47.52%-38.2pp | 5.13%+4.2pp |
| Employer contribution / active EE | $1,249 | $2,913-57.1% | $4,617-72.9% | $1,974-36.7% |
| Participant deferral / active EE | $4,391 | $5,130-14.4% | $5,984-26.6% | $3,061+43.5% |
| Admin fee / account holder | $138 | $106+29.5% | $8,357-98.4% | $95+45.6% |