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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,461 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL PENSION ADVISORS INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $32,629 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $11,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,320 | $101,499+15.6% | $147,005-20.2% | $74,546+57.4% |
| Participation rate | 72.4% | 75.5%-3.1pp | 82.2%-9.7pp | 67.2%+5.2pp |
| Annual return | 14.35% | 8732.34%-8718.0pp | 418.76%-404.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $3,062 | $3,811-19.7% | $4,934-37.9% | $2,624+16.7% |
| Participant deferral / active EE | $10,364 | $7,304+41.9% | $8,070+28.4% | $4,347+138.4% |
| Admin fee / account holder | $505 | $1,748-71.1% | $13,006-96.1% | $1,944-74.0% |