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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $20,205 |
LION STREET ADVISORS LLC3 years Service code 27 · EIN 80-0946231 | Advisory (Plan) | $18,292 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2 CONTRA WAY · MERRIMACK, NC 03054 | Securities Custodian | $5,187 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $420,561 | $102,422+310.6% | $147,117+185.9% | $80,959+419.5% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 15.89% | 135.16%-119.3pp | 420.54%-404.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $2,423 | $3,717-34.8% | $4,932-50.9% | $2,757-12.1% |
| Participant deferral / active EE | $7,942 | $6,652+19.4% | $8,065-1.5% | $4,300+84.7% |
| Admin fee / account holder | $2,570 | $7,953-67.7% | $12,993-80.2% | $6,925-62.9% |