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| Provider | Service type | Compensation |
|---|---|---|
TAYLOR & MORGAN ASSET MANAGEMENT8+ years Service code 28 · EIN 27-3223635 | Investment Management | $24,961 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $16,952 |
MILLIMAN, INC.1 year Filed as: GRANT, MILLMAN & JOHNSON, P.C. Service code 10 · EIN 38-2555519 | Accounting | $8,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,722 | $49,451-66.2% | $79,550-79.0% | $66,914-75.0% |
| Participation rate | 78.9% | 61.3%+17.5pp | 69.5%+9.4pp | 69.8%+9.1pp |
| Annual return | -19.44% | 84.25%-103.7pp | 0.16%-19.6pp | 1.58%-21.0pp |
| Employer contribution / active EE | $857 | $1,266-32.3% | $2,413-64.5% | $2,544-66.3% |
| Participant deferral / active EE | $920 | $3,159-70.9% | $3,985-76.9% | $4,237-78.3% |
| Admin fee / account holder | $286 | $595-51.8% | $6,832-95.8% | $593-51.7% |