See peer percentile detail. $4.99 for your first month.
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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,321 | $89,436+157.5% | $164,813+39.7% | $77,643+196.6% |
| Participation rate | 57.9% | 78.6%-20.7pp | 78.6%-20.7pp | 70.6%-12.6pp |
| Annual return | 17.70% | 28.83%-11.1pp | 69.93%-52.2pp | 31.24%-13.5pp |
| Employer contribution / active EE | $943 | $2,569-63.3% | $4,341-78.3% | $2,726-65.4% |
| Participant deferral / active EE | $6,152 | $4,897+25.6% | $6,031+2.0% | $4,647+32.4% |
| Admin fee / account holder | $502 | $339+47.9% | $12,690-96.0% | $430+16.6% |