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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 | $69,708+244.0% | $67,560+254.9% | $74,478+222.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 17.75% | -40.67%+58.4pp | 3533.50%-3515.7pp | 1370.56%-1352.8pp |
| Employer contribution / active EE | $7,798 | $2,715+187.3% | $2,737+185.0% | $2,626+196.9% |
| Participant deferral / active EE | $7,790 | $3,637+114.2% | $4,004+94.5% | $4,350+79.1% |
| Admin fee / account holder | $622 | $887-29.8% | $3,994-84.4% | $1,946-68.0% |