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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $43,000 |
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS & FINANCIAL GRP Service code 15 · EIN 04-3015875 | Recordkeeping | $37,329 |
Filed as: FIDELITY INSTITUTIONAL WEALTH SERVI Service code 18 100 SALEM STREET · SMITHFIELD, RI 02917 | Direct payment from the plan; Custodi... | $14,553 |
RELIANCE TRUST COMPANY5 years Service code 21 · EIN 58-1428634 | Bank Trustee | $6,009 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,321 | $89,465+157.4% | $165,100+39.5% | $77,762+196.2% |
| Participation rate | 57.9% | 78.6%-20.7pp | 78.6%-20.7pp | 70.6%-12.7pp |
| Annual return | 17.70% | 28.86%-11.2pp | 70.21%-52.5pp | 31.27%-13.6pp |
| Employer contribution / active EE | $943 | $2,565-63.2% | $4,348-78.3% | $2,728-65.4% |
| Participant deferral / active EE | $6,152 | $4,904+25.4% | $6,035+1.9% | $4,651+32.3% |
| Admin fee / account holder | $502 | $340+47.7% | $12,696-96.0% | $433+16.0% |