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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC3 years Service code 27 · EIN 80-0946231 | Advisory (Plan) | $40,251 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $14,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,654 | $845,484-77.9% | $178,505+4.6% | - |
| Participation rate | 98.0% | 64.0%+34.0pp | 77.1%+20.9pp | - |
| Annual return | 15.91% | 8.37%+7.5pp | 27.16%-11.2pp | - |
| Employer contribution / active EE | $6,793 | $2,463+175.8% | $3,955+71.8% | - |
| Participant deferral / active EE | $13,039 | $5,196+150.9% | $6,280+107.6% | - |
| Admin fee / account holder | $434 | $34,598-98.7% | $10,428-95.8% | - |