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| 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 | $50,554+51.7% | $67,681+13.3% | $87,485-12.3% |
| Participation rate | 69.3% | 67.7%+1.6pp | 73.7%-4.4pp | 68.9%+0.4pp |
| Annual return | 12.59% | 17.81%-5.2pp | 590.58%-578.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $11,333 | $1,988+469.9% | $2,678+323.2% | $2,596+336.5% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $530 | $4,132-87.2% | $6,100-91.3% | $7,775-93.2% |