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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $44,489 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3048575 | Recordkeeping | $27,739 |
PKF O'CONNOR DAVIES, LLP5 years Service code 10 · EIN 27-1728945 | Accounting | $16,050 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $5,708 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,799 | $69,745+243.8% | $67,511+255.2% | $74,546+221.7% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 17.75% | -40.37%+58.1pp | 3517.41%-3499.7pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $7,798 | $2,705+188.3% | $2,733+185.4% | $2,624+197.2% |
| Participant deferral / active EE | $7,790 | $3,636+114.2% | $4,000+94.7% | $4,347+79.2% |
| Admin fee / account holder | $622 | $894-30.4% | $3,999-84.4% | $1,944-68.0% |