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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $78,558 |
SENTINEL PENSION ADVISORS3+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $68,099 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $14,959 |
ELKO & ASSOCIATES, LTD.2 years Service code 15 · EIN 23-3063393 | Recordkeeping | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $825,817 | $85,766+862.9% | $136,298+505.9% | $70,126+1077.6% |
| Participation rate | 96.3% | 74.2%+22.2pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 20.36% | 31.46%-11.1pp | 5156.27%-5135.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $29,828 | $2,966+905.7% | $4,696+535.2% | $2,343+1173.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,271 | $5,421-76.5% | $9,244-86.2% | $4,646-72.6% |