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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $30,057 |
Filed as: ALEXANDER ARONSON & FINNING Service code 10 · EIN 04-2571780 | Accounting | $10,000 |
Filed as: FIDELITY INVESTMENTS Service code 19 PO BOX 770001 · CINCINNATI, OH 45277 | Securities Custodian | $6,521 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,097 | $89,652+65.2% | $141,197+4.9% | $65,186+127.2% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.5%+9.4pp | 70.2%+21.7pp |
| Annual return | 20.12% | 32.79%-12.7pp | 71.41%-51.3pp | 29.39%-9.3pp |
| Employer contribution / active EE | $2,410 | $3,065-21.4% | $4,736-49.1% | $2,177+10.7% |
| Participant deferral / active EE | $6,685 | $5,691+17.5% | $6,710-0.4% | $3,514+90.2% |
| Admin fee / account holder | $318 | $569-44.1% | $10,265-96.9% | $847-62.5% |