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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $57,494 |
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $43,429 |
MATRIX ASSET ADVISOR6 years Service code 19 · EIN 13-3569378 | Securities Custodian | $15,842 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $10,600 |
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 | $83,313 | $106,230-21.6% | $147,080-43.4% | $77,736+7.2% |
| Participation rate | 95.0% | 78.4%+16.6pp | 82.2%+12.8pp | 70.6%+24.4pp |
| Annual return | 17.76% | 56.91%-39.1pp | 420.17%-402.4pp | 31.26%-13.5pp |
| Employer contribution / active EE | $1,948 | $4,072-52.2% | $4,933-60.5% | $2,728-28.6% |
| Participant deferral / active EE | $13,808 | $8,001+72.6% | $8,066+71.2% | $4,651+196.9% |
| Admin fee / account holder | $225 | $338-33.5% | $12,989-98.3% | $433-48.1% |