Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $23,456 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $16,724 |
TMI CPA, P.C.7 years Service code 10 · EIN 47-2426908 | Accounting | $16,543 |
Filed as: COLONIAL SURETY CO. Service code 49 123 TICE BLVD #250 · WOODCLIFF LAKE, NJ 07677 | Other Services | $9,994 |
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 | $76,692 | $55,457+38.3% | $77,361-0.9% | $94,015-18.4% |
| Participation rate | 69.3% | 69.8%-0.5pp | 75.0%-5.6pp | 70.8%-1.5pp |
| Annual return | 12.59% | 15.57%-3.0pp | 1011.54%-998.9pp | 17.84%-5.3pp |
| Employer contribution / active EE | $11,333 | $2,255+402.7% | $2,990+279.0% | $2,790+306.2% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $530 | $4,334-87.8% | $5,894-91.0% | $8,951-94.1% |