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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $23,343 |
Filed as: ALEXANDER ARONSON & FINNING Service code 10 · EIN 04-2571780 | Accounting | $12,914 |
Filed as: FIDELITY INVESTMENTS Service code 19 PO BOX 770001 · CINCINNATI, OH 45277 | Securities Custodian | $5,962 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,819 | $80,753+85.5% | $136,298+9.9% | $62,293+140.5% |
| Participation rate | 94.0% | 73.5%+20.5pp | 81.9%+12.1pp | 69.5%+24.5pp |
| Annual return | 15.59% | 35.83%-20.2pp | 5156.27%-5140.7pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,880 | $2,884-0.1% | $4,696-38.7% | $2,042+41.0% |
| Participant deferral / active EE | $6,944 | $5,164+34.5% | $6,247+11.1% | $3,169+119.1% |
| Admin fee / account holder | $315 | $525-40.0% | $9,244-96.6% | $479-34.2% |