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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL ADVISORS Service code 27 · EIN 04-3422848 | Advisory (Plan) | $46,262 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $40,198 |
RELIANCE TRUST COMPANY1 year Service code 21 · EIN 58-1428634 | Bank Trustee | $5,867 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $5,200 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 107.71% | 10.25%+97.5pp | 35.16%+72.5pp | 22.81%+84.9pp |
| Employer contribution / active EE | $0 | $45,684-100.0% | $46,401-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |