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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $109,267 |
SENTINEL PENSION ADVISORS5+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $62,500 |
RELIANCE TRUST COMPANY5+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $16,531 |
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 | $1,054,106 | $89,372+1079.5% | $141,200+646.5% | $72,977+1344.4% |
| Participation rate | 98.6% | 75.1%+23.4pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 24.92% | 111.88%-87.0pp | 71.41%-46.5pp | 81.02%-56.1pp |
| Employer contribution / active EE | $29,376 | $3,115+843.0% | $4,736+520.2% | $2,440+1103.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,633 | $5,957-72.6% | $10,265-84.1% | $5,124-68.1% |