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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $31,169 |
Filed as: S.A. KOENIG & ASSOCIATES, CPAS, P.C Service code 10 · EIN 11-3141654 | Accounting | $16,140 |
Filed as: MILLENNIUM INVESTMENT ADVISORS Service code 15 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Recordkeeping | $7,500 |
FAS401K4+ 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 | $10,036 | $43,999-77.2% | $79,476-87.4% | $55,725-82.0% |
| Participation rate | 48.6% | 66.9%-18.3pp | 73.3%-24.7pp | 70.9%-22.2pp |
| Annual return | -6.38% | 1.81%-8.2pp | 718.21%-724.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $472 | $1,830-74.2% | $2,800-83.2% | $2,078-77.3% |
| Participant deferral / active EE | $878 | $2,538-65.4% | $3,704-76.3% | $3,356-73.8% |
| Admin fee / account holder | $381 | $118+223.7% | $5,113-92.6% | $115+230.4% |