Filed April 1, 2014 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7+ years Service code 99 · EIN 04-3422848 | Other Fees | $27,000 |
INSERO & CO. CPAS, LLP3 years Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 2 STATE ST STE 300 · ROCHESTER, NY 14614 | Accounting | $10,570 |
Service code 99 · EIN 04-2530412 | Other Fees | $8,524 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $149,758 | $79,151+89.2% | $60,906+145.9% | $64,819+131.0% |
| Participation rate | 52.8% | 77.7%-25.0pp | 73.1%-20.3pp | 71.5%-18.7pp |
| Annual return | -10.66% | -7.12%-3.5pp | 16.94%-27.6pp | 32.84%-43.5pp |
| Employer contribution / active EE | $3,588 | $3,052+17.6% | $2,703+32.8% | $2,507+43.1% |
| Participant deferral / active EE | $2,691 | $3,727-27.8% | $3,814-29.4% | $4,311-37.6% |
| Admin fee / account holder | $42 | $106-59.8% | $3,227-98.7% | $188-77.4% |