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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $39,771 |
SENTINEL PENSION ADVISORS3 years Service code 15 · EIN 04-3422848 | Recordkeeping | $25,046 |
RELIANCE TRUST COMPANY6+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,752 | $99,957+268.9% | $149,751+146.2% | $73,501+401.7% |
| Participation rate | 77.1% | 75.7%+1.4pp | 82.5%-5.4pp | 70.7%+6.4pp |
| Annual return | 22.89% | 53.87%-31.0pp | 276.71%-253.8pp | 28.51%-5.6pp |
| Employer contribution / active EE | $82 | $3,191-97.4% | $4,646-98.2% | $2,270-96.4% |
| Participant deferral / active EE | $10,175 | $6,073+67.6% | $6,843+48.7% | $3,740+172.1% |
| Admin fee / account holder | $301 | $551-45.3% | $9,312-96.8% | $513-41.3% |