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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $28,460 |
Filed as: ALEXANDER ARONSON & FINNING Service code 10 · EIN 04-2571780 | Accounting | $13,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,378 | $84,499+41.3% | $125,391-4.8% | $66,949+78.3% |
| Participation rate | 89.9% | 76.4%+13.5pp | 82.4%+7.6pp | 69.8%+20.1pp |
| Annual return | -16.84% | -8.49%-8.3pp | 572.41%-589.3pp | 1.57%-18.4pp |
| Employer contribution / active EE | $5,418 | $3,554+52.5% | $4,816+12.5% | $2,545+112.9% |
| Participant deferral / active EE | $6,318 | $6,785-6.9% | $7,448-15.2% | $4,239+49.0% |
| Admin fee / account holder | $257 | $685-62.4% | $10,009-97.4% | $594-56.6% |