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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $21,680 |
Service code 15 · EIN 43-1451524 | Recordkeeping | $20,662 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN Service code 15 · EIN 38-1357951 | Recordkeeping | $12,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,084 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,299 | $80,717+14.3% | $154,803-40.4% | $84,808+8.8% |
| Participation rate | 79.3% | 66.8%+12.5pp | 78.1%+1.2pp | 68.3%+11.0pp |
| Annual return | 10.16% | 37.96%-27.8pp | 58.88%-48.7pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,795 | $2,761-35.0% | $4,305-58.3% | $2,631-31.8% |
| Participant deferral / active EE | $2,890 | $3,303-12.5% | $5,540-47.8% | $4,212-31.4% |
| Admin fee / account holder | $646 | $6,746-90.4% | $14,329-95.5% | $7,344-91.2% |