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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $90,000 |
SLC MANAGEMENT1 year Service code 28 500 FIFTH AVENUE, STE 250 · NEW YORK, NY 10110 | Investment Management | $53,454 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $19,075 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $11,000 |
RELIANCE TRUST COMPANY2 years Service code 21 · EIN 58-1428634 | Bank Trustee | $5,769 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | -44.82% | 6.37%-51.2pp | 8.04%-52.9pp | 7.65%-52.5pp |
| Employer contribution / active EE | $0 | $48,951-100.0% | $42,693-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |