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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $37,770 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $31,676 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $10,032 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,065 | $65,084-50.7% | $67,681-52.6% | $64,340-50.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 14.40% | 20.50%-6.1pp | 590.58%-576.2pp | 24.14%-9.7pp |
| Employer contribution / active EE | $2,806 | $2,398+17.0% | $2,678+4.8% | $1,862+50.7% |
| Participant deferral / active EE | $2,796 | $3,210-12.9% | $3,976-29.7% | $2,980-6.2% |
| Admin fee / account holder | $188 | $1,415-86.7% | $6,100-96.9% | $3,703-94.9% |