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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $45,054 |
PRAGER METIS CPAS, LLC2 years Filed as: PRAGER METIS CPA'S Service code 10 · EIN 06-1667465 | Accounting | $18,000 |
Filed as: MILLENNIUM INVESTMENT ADVISORS Service code 15 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Recordkeeping | $7,500 |
FAS401K6+ years Service code 15 485 UNDERHILL BLVD · SYOSSET, NY 11791 | Recordkeeping | $6,750 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,854 | $52,722-68.0% | $90,430-81.4% | $73,412-77.0% |
| Participation rate | 42.4% | 67.7%-25.4pp | 72.7%-30.3pp | 72.2%-29.8pp |
| Annual return | 6.64% | 20.70%-14.1pp | 1293.73%-1287.1pp | 59.30%-52.7pp |
| Employer contribution / active EE | $418 | $1,872-77.6% | $3,262-87.2% | $2,234-81.3% |
| Participant deferral / active EE | $772 | $2,810-72.5% | $3,963-80.5% | $3,806-79.7% |
| Admin fee / account holder | $512 | $117+338.4% | $5,613-90.9% | $158+224.4% |