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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $10,006 |
Filed as: FIDELITY Service code 50 · EIN 04-3523567 | Direct Payment | $9,950 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $8,173 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,423 | $79,523+72.8% | $140,019-1.9% | $56,289+144.1% |
| Participation rate | 93.2% | 85.7%+7.5pp | 87.5%+5.7pp | 69.9%+23.3pp |
| Annual return | 11.69% | 2.39%+9.3pp | 651.19%-639.5pp | -9.96%+21.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,984 | $5,129+94.7% | $6,927+44.1% | $3,350+198.0% |
| Admin fee / account holder | $178 | $614-71.0% | $10,705-98.3% | $521-65.8% |