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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $34,325 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL NORTHEAST Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,855 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 82-3967259 | Securities Custodian | $7,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,600 | $50,919+87.7% | $155,556-38.5% | $77,762+22.9% |
| Participation rate | 56.6% | 63.1%-6.5pp | 78.2%-21.6pp | 70.6%-14.0pp |
| Annual return | 20.44% | 34.84%-14.4pp | 64.84%-44.4pp | 31.27%-10.8pp |
| Employer contribution / active EE | $483 | $1,991-75.7% | $4,675-89.7% | $2,728-82.3% |
| Participant deferral / active EE | $4,558 | $2,824+61.4% | $5,631-19.0% | $4,651-2.0% |
| Admin fee / account holder | $266 | $437-39.1% | $15,885-98.3% | $433-38.5% |