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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Service code 26 · EIN 20-3527574 | Advisory (Participants) | $16,210 |
PAYCHEX, INC.1 year Filed as: PAYCHEX Service code 15 · EIN 16-1124166 | Recordkeeping | $8,927 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,985 | $42,332+34.6% | $80,607-29.3% | - |
| Participation rate | 89.9% | 51.1%+38.8pp | 67.0%+22.9pp | - |
| Annual return | 28.03% | 49.99%-22.0pp | 936.11%-908.1pp | - |
| Employer contribution / active EE | $1,792 | $1,076+66.5% | $2,724-34.2% | - |
| Participant deferral / active EE | $9,169 | $3,616+153.5% | $4,448+106.2% | - |
| Admin fee / account holder | $237 | $1,582-85.0% | $5,379-95.6% | - |