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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD1 year Filed as: BRONFMAN E L ROTHSCHILD LP Service code 27 · EIN 39-1908691 | Advisory (Plan) | $23,862 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,067 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $8,732 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,163 | $58,093+17.3% | $80,022-14.8% | $56,287+21.1% |
| Participation rate | 64.6% | 73.6%-9.0pp | 75.8%-11.2pp | 69.9%-5.2pp |
| Annual return | -6.53% | 34.63%-41.2pp | 11.22%-17.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $813 | $1,933-57.9% | $2,468-67.1% | $2,111-61.5% |
| Participant deferral / active EE | $2,605 | $3,136-16.9% | $3,686-29.3% | $3,350-22.2% |
| Admin fee / account holder | $347 | $623-44.3% | $6,521-94.7% | $521-33.5% |