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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $61,778 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL ADVISORS Service code 15 · EIN 04-3422848 | Recordkeeping | $32,538 |
ELKO & ASSOCIATES, LTD.1 year Service code 15 · EIN 23-3063393 | Recordkeeping | $8,750 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $8,087 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $205,161 | $75,183+172.9% | $123,894+65.6% | $55,167+271.9% |
| Participation rate | 74.4% | 72.8%+1.6pp | 81.4%-7.0pp | 69.0%+5.4pp |
| Annual return | 6.05% | 19.01%-13.0pp | 47.52%-41.5pp | 169.23%-163.2pp |
| Employer contribution / active EE | $116 | $2,823-95.9% | $4,617-97.5% | $1,963-94.1% |
| Participant deferral / active EE | $9,267 | $5,084+82.3% | $5,984+54.9% | $3,054+203.4% |
| Admin fee / account holder | $410 | $663-38.2% | $8,357-95.1% | $504-18.7% |