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| Provider | Service type | Compensation |
|---|---|---|
COMPREHENSIVE FINANCIAL PLANNING10+ years Filed as: COMPREHENSIVE FINANCIAL PLANNING, I Service code 27 5995 LEMON STREET · EAST PETERSBURGH, PA 17520 | Advisory (Plan) | $57,236 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $19,490 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,412 | $46,464+55.8% | $150,298-51.8% | $79,634-9.1% |
| Participation rate | 54.3% | 57.0%-2.6pp | 77.8%-23.4pp | 62.5%-8.2pp |
| Annual return | 10.60% | 27.89%-17.3pp | 62.79%-52.2pp | 36.46%-25.9pp |
| Employer contribution / active EE | $1,216 | $1,512-19.6% | $4,154-70.7% | $2,529-51.9% |
| Participant deferral / active EE | $2,412 | $2,157+11.8% | $5,453-55.8% | $3,835-37.1% |
| Admin fee / account holder | $378 | $891-57.6% | $14,116-97.3% | $1,002-62.3% |