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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $5,230 |
Filed as: FIDELITY INSTITUTIONAL Service code 15 · EIN 27-3169253 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY8+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 | Recordkeeping | $0 |
SENTINEL PENSION ADVISORS5 years Service code 15 · EIN 04-3422848 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $318,525 | $84,507+276.9% | $125,401+154.0% | $66,954+375.7% |
| Participation rate | 80.7% | 76.4%+4.3pp | 82.4%-1.6pp | 69.8%+10.9pp |
| Annual return | -20.59% | -8.51%-12.1pp | 572.53%-593.1pp | 1.57%-22.2pp |
| Employer contribution / active EE | $56 | $3,554-98.4% | $4,816-98.8% | $2,545-97.8% |
| Participant deferral / active EE | $10,284 | $6,785+51.6% | $7,448+38.1% | $4,239+142.6% |
| Admin fee / account holder | $28 | $685-95.9% | $10,008-99.7% | $594-95.2% |