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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $26,298 |
Filed as: S.A. KOENIG & ASSOCIATES, CPAS, P.C Service code 10 · EIN 11-3141654 | Accounting | $12,645 |
Filed as: MILLENNIUM INVESTMENT ADVISORS Service code 15 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Recordkeeping | $8,375 |
FAS401K3+ 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.)
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 | $9,463 | $46,100-79.5% | $86,582-89.1% | $69,631-86.4% |
| Participation rate | 45.9% | 67.2%-21.3pp | 73.5%-27.6pp | 70.7%-24.8pp |
| Annual return | 14.44% | 21.02%-6.6pp | 965.08%-950.6pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $362 | $1,850-80.4% | $2,839-87.2% | $2,032-82.2% |
| Participant deferral / active EE | $774 | $2,432-68.2% | $3,609-78.6% | $3,224-76.0% |
| Admin fee / account holder | $316 | $94+237.0% | $4,904-93.6% | $110+186.3% |