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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $114,716 |
SENTINEL PENSION ADVISORS6 years Service code 15 · EIN 04-3422848 | Recordkeeping | $37,794 |
Filed as: FIDELITY INSTITUTIONAL Service code 15 · EIN 27-3169253 | Recordkeeping | $10,136 |
RELIANCE TRUST COMPANY9+ 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 | $365,444 | $91,480+299.5% | $135,998+168.7% | $71,535+410.9% |
| Participation rate | 76.2% | 75.7%+0.6pp | 81.9%-5.7pp | 67.9%+8.3pp |
| Annual return | 22.71% | 29.89%-7.2pp | 68.37%-45.7pp | 28.97%-6.3pp |
| Employer contribution / active EE | $295 | $3,705-92.0% | $4,860-93.9% | $2,590-88.6% |
| Participant deferral / active EE | $10,208 | $7,095+43.9% | $7,761+31.5% | $4,292+137.9% |
| Admin fee / account holder | $821 | $1,267-35.2% | $10,769-92.4% | $1,589-48.3% |