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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATHEROS FINANCIAL SOUTIONS Service code 27 · EIN 84-2942542 | Advisory (Plan) | $57,126 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $20,635 |
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 | $84,539 | $129,227-34.6% | $184,256-54.1% | $77,762+8.7% |
| Participation rate | 98.4% | 87.4%+11.0pp | 86.8%+11.6pp | 70.6%+27.8pp |
| Annual return | 25.81% | 33.24%-7.4pp | 28.85%-3.0pp | 31.27%-5.5pp |
| Employer contribution / active EE | $7,696 | $4,412+74.4% | $6,427+19.7% | $2,728+182.1% |
| Participant deferral / active EE | $17,185 | $7,307+135.2% | $9,133+88.2% | $4,651+269.5% |
| Admin fee / account holder | $274 | $256+7.0% | $13,899-98.0% | $433-36.8% |