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| Provider | Service type | Compensation |
|---|---|---|
GARRISON PHILLIPS, LLC5+ years Service code 27 50 MAIN STREET · WHITE PLAINS, NY 10606 | Advisory (Plan) | $113,492 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BELTZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $10,500 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $10,441 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,751 | $88,122-5.0% | $141,191-40.7% | $67,579+23.9% |
| Participation rate | 85.3% | 76.5%+8.9pp | 82.5%+2.9pp | 71.3%+14.1pp |
| Annual return | 23.73% | 75.40%-51.7pp | 71.41%-47.7pp | 378.56%-354.8pp |
| Employer contribution / active EE | $5,452 | $3,224+69.1% | $4,736+15.1% | $2,148+153.8% |
| Participant deferral / active EE | $5,185 | $5,958-13.0% | $6,710-22.7% | $3,539+46.5% |
| Admin fee / account holder | $187 | $131+42.8% | $10,264-98.2% | $142+31.4% |