Filed February 12, 2015
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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 | $44,758 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $43,210 |
Service code 19 · EIN 25-1409618 | Securities Custodian | $8,827 |
YOUNT, HYDE & BARBOUR, P.C.6 years Filed as: YOUNT, HYDE, BARBOUR, P.C. Service code 10 · EIN 54-1149263 | Accounting | $5,000 |
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 | $82,538 | $100,272-17.7% | $170,057-51.5% | $74,473+10.8% |
| Participation rate | 97.1% | 87.4%+9.7pp | 87.0%+10.1pp | 70.7%+26.3pp |
| Annual return | 27.95% | 66.12%-38.2pp | 53.42%-25.5pp | 34.36%-6.4pp |
| Employer contribution / active EE | $2,536 | $4,266-40.6% | $6,790-62.7% | $2,638-3.9% |
| Participant deferral / active EE | $9,178 | $7,147+28.4% | $10,411-11.8% | $4,530+102.6% |
| Admin fee / account holder | $309 | $235+31.6% | $12,826-97.6% | $347-11.0% |