Filed February 12, 2015
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $41,994 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $41,182 |
Service code 19 · EIN 25-1409618 | Securities Custodian | $11,175 |
YOUNT, HYDE & BARBOUR, P.C.5 years Filed as: YOUNT, HYDE, BARBOUR, P.C. Service code 10 · EIN 54-1149263 | Accounting | $10,000 |
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 | $60,961 | $86,897-29.8% | $151,645-59.8% | $64,824-6.0% |
| Participation rate | 91.8% | 87.3%+4.6pp | 87.5%+4.3pp | 71.5%+20.4pp |
| Annual return | -16.85% | -3.57%-13.3pp | 3.34%-20.2pp | 32.84%-49.7pp |
| Employer contribution / active EE | $2,985 | $4,010-25.6% | $6,165-51.6% | $2,507+19.0% |
| Participant deferral / active EE | $8,239 | $6,690+23.2% | $8,363-1.5% | $4,311+91.1% |
| Admin fee / account holder | $310 | $153+102.4% | $11,614-97.3% | $188+64.8% |