Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $67,824 |
SENTINEL PENSION ADVISORS4 years Service code 15 · EIN 04-3422848 | Recordkeeping | $57,405 |
Filed as: FIDELITY INSTITUTIONAL Service code 15 · EIN 27-3169253 | Recordkeeping | $11,659 |
RELIANCE TRUST COMPANY7+ 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 | $397,495 | $104,509+280.3% | $159,495+149.2% | $79,395+400.7% |
| Participation rate | 80.1% | 76.6%+3.5pp | 82.8%-2.7pp | 70.7%+9.4pp |
| Annual return | 16.77% | 67.99%-51.2pp | 263.72%-246.9pp | 116.90%-100.1pp |
| Employer contribution / active EE | $54 | $3,417-98.4% | $4,831-98.9% | $2,428-97.8% |
| Participant deferral / active EE | $9,854 | $6,467+52.4% | $7,354+34.0% | $4,046+143.6% |
| Admin fee / account holder | $634 | $711-10.8% | $10,804-94.1% | $626+1.2% |