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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL ADVISORS Service code 27 · EIN 04-3422848 | Advisory (Plan) | $10,534 |
RELIANCE TRUST COMPANY5 years Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $2,769 |
ELKO & ASSOCIATES, LTD.5 years Service code 10 · EIN 23-3063393 | Accounting | $0 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP Service code 11 · EIN 20-5916766 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Actuarial | $0 |
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Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 15.40% | 6915.14%-6899.7pp | 380.71%-365.3pp | 627.08%-611.7pp |
| Employer contribution / active EE | $0 | $39,618-100.0% | $45,089-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |