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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $30,262 |
Filed as: S.A. KOENIG & ASSOCIATES, CPAS, P.C Service code 10 · EIN 11-3141654 | Accounting | $20,943 |
Filed as: MILLENNIUM INVESTMENT ADVISORS Service code 15 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Recordkeeping | $6,500 |
FAS401K2+ years Service code 15 485 UNDERHILL BLVD · SYOSSET, NY 11791 | Recordkeeping | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,216 | $39,859-79.4% | $78,676-89.6% | $57,658-85.8% |
| Participation rate | 45.8% | 66.1%-20.3pp | 73.6%-27.7pp | 70.2%-24.4pp |
| Annual return | 1.38% | 18.96%-17.6pp | 62.19%-60.8pp | 5.13%-3.7pp |
| Employer contribution / active EE | $421 | $1,786-76.4% | $2,850-85.2% | $1,974-78.7% |
| Participant deferral / active EE | $592 | $2,248-73.7% | $3,517-83.2% | $3,061-80.7% |
| Admin fee / account holder | $376 | $76+393.0% | $4,510-91.7% | $95+297.3% |