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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 17 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Pension Consulting | $10,890 |
LIMSKY KYPRIOTIS & CO.1+ years Service code 10 220 RIDGEDALE AVENUE · FLORHAM PARK, NJ 07932 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,200 | $41,854-47.0% | $73,836-69.9% | $52,331-57.6% |
| Participation rate | 16.0% | 66.2%-50.2pp | 73.4%-57.4pp | 68.1%-52.1pp |
| Annual return | -0.97% | 2.11%-3.1pp | 2268.06%-2269.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $353 | $493-28.2% | $4,882-92.8% | $592-40.2% |