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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $42,569 |
SENTINEL PENSION ADVISORS3 years Service code 16 · EIN 04-3422848 | Consulting | $28,625 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $8,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,863 | $34,634+84.4% | $77,096-17.2% | $64,819-1.5% |
| Participation rate | 45.9% | 49.8%-3.9pp | 67.9%-22.0pp | 71.5%-25.6pp |
| Annual return | -14.61% | -5.31%-9.3pp | 42.35%-57.0pp | 32.84%-47.5pp |
| Employer contribution / active EE | $658 | $1,385-52.5% | $2,814-76.6% | $2,507-73.7% |
| Participant deferral / active EE | $2,721 | $2,553+6.6% | $4,429-38.6% | $4,311-36.9% |
| Admin fee / account holder | $303 | $178+69.7% | $5,428-94.4% | $188+61.1% |