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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $75,073 |
SENTINEL PENSION ADVISORS8+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $37,500 |
Filed as: FIDELITY INSTITUIONAL Service code 15 · EIN 27-3169253 | Recordkeeping | $15,084 |
RELIANCE TRUST COMPANY8+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,082,460 | $82,674+1209.3% | $125,381+763.3% | $68,486+1480.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.44% | -5.97%-14.5pp | 572.31%-592.7pp | -7.85%-12.6pp |
| Employer contribution / active EE | $29,575 | $3,382+774.5% | $4,815+514.2% | $2,597+1039.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,147 | $6,277-81.7% | $10,007-88.5% | $5,404-78.8% |