Filed February 12, 2015
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $49,093 |
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS, LLC Service code 27 · EIN 80-0946231 | Advisory (Plan) | $44,000 |
YOUNT, HYDE & BARBOUR, P.C.7 years Filed as: YOUNT, HYDE, BARBOUR, P.C. Service code 10 · EIN 54-1149263 | Accounting | $17,250 |
Service code 19 · EIN 25-1409618 | Securities Custodian | $11,616 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,565 | $129,021-22.8% | $184,203-45.9% | $77,643+28.2% |
| Participation rate | 98.2% | 87.3%+10.8pp | 86.8%+11.3pp | 70.6%+27.6pp |
| Annual return | 17.28% | 33.27%-16.0pp | 28.81%-11.5pp | 31.24%-14.0pp |
| Employer contribution / active EE | $3,519 | $4,413-20.3% | $6,427-45.3% | $2,726+29.1% |
| Participant deferral / active EE | $9,924 | $7,297+36.0% | $9,131+8.7% | $4,647+113.5% |
| Admin fee / account holder | $361 | $254+42.1% | $13,901-97.4% | $430-16.2% |