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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $48,893 |
SENTINEL PENSION ADVISORS6+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $37,500 |
RELIANCE TRUST COMPANY6+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,196,783 | $98,779+1111.6% | $149,751+699.2% | $79,859+1398.6% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.9pp |
| Annual return | 21.66% | 27.38%-5.7pp | 276.71%-255.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $29,028 | $3,217+802.2% | $4,646+524.8% | $2,471+1074.6% |
| Participant deferral / active EE | $0 | $5,682-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $814 | $6,053-86.6% | $9,312-91.3% | $5,307-84.7% |