See peer percentile detail. $4.99 for your first month.
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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,692 | $48,795+57.2% | $65,493+17.1% | $84,808-9.6% |
| Participation rate | 69.3% | 67.0%+2.4pp | 73.1%-3.8pp | 68.3%+1.0pp |
| Annual return | 12.59% | 20.20%-7.6pp | 982.45%-969.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $11,333 | $1,930+487.3% | $2,574+340.3% | $2,631+330.8% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $530 | $3,877-86.3% | $5,028-89.5% | $7,344-92.8% |