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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $130,990 |
SENTINEL PENSION ADVISORS7+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $62,500 |
Filed as: FIDELITY INSTITUIONAL Service code 15 · EIN 27-3169253 | Recordkeeping | $25,184 |
RELIANCE TRUST COMPANY7+ 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 | $1,274,386 | $105,209+1111.3% | $159,495+699.0% | $85,852+1384.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.35% | 45.08%-28.7pp | 263.72%-247.4pp | 318.66%-302.3pp |
| Employer contribution / active EE | $28,937 | $3,319+771.8% | $4,831+498.9% | $2,566+1027.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,952 | $6,935-71.9% | $10,804-81.9% | $6,261-68.8% |