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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 | $64,705-50.4% | $62,929-49.0% | $67,986-52.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 14.40% | 20.31%-5.9pp | 1063.93%-1049.5pp | 31.67%-17.3pp |
| Employer contribution / active EE | $2,806 | $2,376+18.1% | $2,505+12.0% | $2,019+39.0% |
| Participant deferral / active EE | $2,796 | $3,198-12.6% | $3,888-28.1% | $3,358-16.7% |
| Admin fee / account holder | $188 | $1,428-86.8% | $5,065-96.3% | $3,203-94.1% |