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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $96,119 |
SENTINEL PENSION ADVISORS2 years Service code 15 · EIN 04-3422848 | Recordkeeping | $62,201 |
RELIANCE TRUST COMPANY5+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $9,429 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $293,477 | $89,652+227.4% | $141,200+107.8% | $65,188+350.2% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.5%-3.1pp | 70.2%+9.1pp |
| Annual return | 23.64% | 32.79%-9.2pp | 71.41%-47.8pp | 29.38%-5.7pp |
| Employer contribution / active EE | $119 | $3,065-96.1% | $4,736-97.5% | $2,177-94.5% |
| Participant deferral / active EE | $11,296 | $5,691+98.5% | $6,710+68.3% | $3,514+221.4% |
| Admin fee / account holder | $726 | $569+27.7% | $10,265-92.9% | $847-14.3% |