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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,565 | $129,227-23.0% | $184,256-46.0% | $77,762+28.0% |
| Participation rate | 98.2% | 87.4%+10.8pp | 86.8%+11.3pp | 70.6%+27.6pp |
| Annual return | 17.28% | 33.24%-16.0pp | 28.85%-11.6pp | 31.27%-14.0pp |
| Employer contribution / active EE | $3,519 | $4,412-20.3% | $6,427-45.3% | $2,728+29.0% |
| Participant deferral / active EE | $9,924 | $7,307+35.8% | $9,133+8.7% | $4,651+113.4% |
| Admin fee / account holder | $361 | $256+41.1% | $13,899-97.4% | $433-16.6% |