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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL FIDUCIARY ADVISORS LLC1+ years Filed as: CAPITAL FIDUCIARY ADVISORS Service code 10 · EIN 20-5306143 | Accounting | $26,474 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $11,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $57,516 | $53,412+7.7% | $68,509-16.0% | $52,331+9.9% |
| Participation rate | 66.3% | 71.7%-5.4pp | 74.7%-8.5pp | 68.1%-1.8pp |
| Annual return | -1.84% | 3.42%-5.3pp | 8.27%-10.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $724 | $1,607-55.0% | $2,278-68.2% | $1,882-61.5% |
| Participant deferral / active EE | $2,162 | $2,688-19.6% | $3,382-36.1% | $3,022-28.5% |
| Admin fee / account holder | $323 | $461-29.9% | $5,275-93.9% | $592-45.4% |