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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $56,361 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL ADVISORS Service code 15 · EIN 04-3422848 | Recordkeeping | $42,866 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $7,988 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $190,930 | $227,989-16.3% | $115,038+66.0% | - |
| Participation rate | 73.5% | 70.4%+3.1pp | 81.4%-7.9pp | - |
| Annual return | 0.41% | -2.26%+2.7pp | 26.14%-25.7pp | - |
| Employer contribution / active EE | $170 | $2,554-93.3% | $4,608-96.3% | - |
| Participant deferral / active EE | $9,690 | $4,560+112.5% | $6,026+60.8% | - |
| Admin fee / account holder | $398 | $24,406-98.4% | $8,175-95.1% | - |