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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $86,053 |
LT TRUST COMPANY1+ years Filed as: MG TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $11,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,291 | $37,039-37.1% | $147,618-84.2% | $59,188-60.6% |
| Participation rate | 27.2% | 63.8%-36.5pp | 84.6%-57.4pp | 69.4%-42.2pp |
| Annual return | 12.25% | 7.19%+5.1pp | 61.98%-49.7pp | 5.51%+6.7pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,565-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,217 | $2,094-41.9% | $4,895-75.1% | $3,265-62.7% |
| Admin fee / account holder | $90 | $60+50.1% | $11,612-99.2% | $92-2.0% |