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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $43,254 |
Filed as: CAP TRUST Service code 15 · EIN 56-1984030 | Recordkeeping | $25,000 |
Filed as: FIDELITY INSTITUTIONAL Service code 15 · EIN 27-3169253 | Recordkeeping | $11,069 |
SENTINEL PENSION ADVISORS7 years Service code 15 · EIN 04-3422848 | Recordkeeping | $6,700 |
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 | $445,474 | $101,672+338.1% | $147,117+202.8% | $74,478+498.1% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.2%-7.2pp | 67.2%+7.8pp |
| Annual return | 20.36% | 8757.83%-8737.5pp | 420.54%-400.2pp | 1370.56%-1350.2pp |
| Employer contribution / active EE | $164 | $3,813-95.7% | $4,932-96.7% | $2,626-93.8% |
| Participant deferral / active EE | $11,449 | $7,305+56.7% | $8,065+42.0% | $4,350+163.2% |
| Admin fee / account holder | $473 | $1,753-73.0% | $12,993-96.4% | $1,946-75.7% |