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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $34,326 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN PLLC Service code 27 · EIN 38-1357951 | Advisory (Plan) | $24,846 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $5,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,980 | $54,590+17.2% | $81,716-21.7% | $73,493-12.9% |
| Participation rate | 90.8% | 68.3%+22.5pp | 72.0%+18.8pp | 70.7%+20.1pp |
| Annual return | 16.67% | 17.74%-1.1pp | 29.49%-12.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $982 | $1,636-40.0% | $4,310-77.2% | $2,270-56.8% |
| Participant deferral / active EE | $4,457 | $2,759+61.6% | $7,108-37.3% | $3,740+19.2% |
| Admin fee / account holder | $311 | $592-47.5% | $5,159-94.0% | $513-39.4% |