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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $25,728 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP INC Service code 15 · EIN 04-3015875 | Recordkeeping | $23,868 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $7,250 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,988 | $46,745+98.9% | $60,547+53.6% | $52,331+77.7% |
| Participation rate | 69.0% | 58.6%+10.4pp | 68.0%+1.0pp | 68.1%+0.9pp |
| Annual return | 1.01% | 0.61%+0.4pp | 335.64%-334.6pp | 4.54%-3.5pp |
| Employer contribution / active EE | $368 | $1,259-70.8% | $2,419-84.8% | $1,882-80.5% |
| Participant deferral / active EE | $5,434 | $2,145+153.4% | $3,328+63.3% | $3,022+79.8% |
| Admin fee / account holder | $520 | $537-3.2% | $4,536-88.5% | $592-12.1% |