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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $20,715 |
TMI CPA, P.C.5 years Service code 10 · EIN 47-2426908 | Accounting | $15,538 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $12,711 |
Filed as: COLONIAL SURETY COMPANY LLC Service code 49 123 TICE BLVD · WOODCLIFF, NJ 07677 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,754 | $46,599-10.4% | $64,101-34.9% | $75,173-44.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.95% | 26.06%-17.1pp | 33.72%-24.8pp | 160.72%-151.8pp |
| Employer contribution / active EE | $5,556 | $1,975+181.3% | $2,749+102.1% | $2,671+108.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $266 | $2,956-91.0% | $3,070-91.3% | $5,651-95.3% |