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| Provider | Service type | Compensation |
|---|---|---|
LIMSKY KYPRIOTIS & CO.2+ years Service code 10 220 RIDGEDALE AVENUE · FLORHAM PARK, NJ 07932 | Accounting | $7,500 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 17 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Pension Consulting | $6,885 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,164 | $43,423-46.7% | $78,676-70.6% | $55,167-58.0% |
| Participation rate | 15.7% | 68.0%-52.4pp | 73.6%-57.9pp | 69.0%-53.3pp |
| Annual return | 4.61% | 11.53%-6.9pp | 62.19%-57.6pp | 169.23%-164.6pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $314 | $416-24.6% | $4,510-93.0% | $504-37.7% |