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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $48,296 |
Service code 15 · EIN 04-3422848 | Recordkeeping | $25,398 |
RELIANCE TRUST COMPANY4+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $9,932 |
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 | $234,586 | $73,102+220.9% | $123,553+89.9% | $56,289+316.8% |
| Participation rate | 77.4% | 74.3%+3.1pp | 82.3%-4.9pp | 69.9%+7.6pp |
| Annual return | -4.21% | 3.01%-7.2pp | 119.21%-123.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $103 | $2,977-96.5% | $4,628-97.8% | $2,111-95.1% |
| Participant deferral / active EE | $11,065 | $5,423+104.0% | $6,426+72.2% | $3,350+230.3% |
| Admin fee / account holder | $335 | $554-39.6% | $9,284-96.4% | $521-35.8% |