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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $69,676 |
SENTINEL PENSION ADVISORS10+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $40,022 |
CARON & BLETZER, PLLC9 years Service code 10 · EIN 04-3499945 | Accounting | $12,644 |
NATIONAL FINANCIAL SERVICES6 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $5,001 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,461 | $54,193-84.4% | $93,669-91.0% | $77,714-89.1% |
| Participation rate | 34.6% | 63.9%-29.3pp | 68.7%-34.1pp | 70.6%-36.0pp |
| Annual return | 12.11% | 30.54%-18.4pp | 133.59%-121.5pp | 31.26%-19.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,424-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $494 | $3,144-84.3% | $4,416-88.8% | $4,649-89.4% |
| Admin fee / account holder | $96 | $576-83.4% | $8,291-98.8% | $433-77.9% |