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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $33,611 |
LION STREET ADVISORS LLC3+ years Filed as: LION STREET ADVISORY Service code 26 · EIN 80-0946231 | Advisory (Participants) | $10,111 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $11,047 | $106,264-89.6% | $147,117-92.5% | $77,762-85.8% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 12.94% | 56.94%-44.0pp | 420.54%-407.6pp | 31.27%-18.3pp |
| Employer contribution / active EE | $3,393 | $4,074-16.7% | $4,932-31.2% | $2,728+24.4% |
| Participant deferral / active EE | $533 | $8,003-93.3% | $8,065-93.4% | $4,651-88.5% |
| Admin fee / account holder | $103 | $334-69.1% | $12,993-99.2% | $433-76.2% |