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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $36,398 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $26,848 |
FRIEDMAN & ANSPACH1+ years Filed as: FRIEDMAN LLP Service code 10 · EIN 13-1610809 | Accounting | $20,600 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-2785576 | Securities Custodian | $5,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,350 | $33,745+43.3% | $64,105-24.6% | $55,191-12.4% |
| Participation rate | 22.8% | 59.4%-36.5pp | 68.2%-45.4pp | 69.2%-46.3pp |
| Annual return | 0.51% | 4.95%-4.4pp | 791.24%-790.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $660 | $1,929-65.8% | $2,822-76.6% | $3,046-78.3% |
| Admin fee / account holder | $457 | $94+384.1% | $4,499-89.8% | $91+403.1% |