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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $121,776 |
THE FIDUCIARY GROUP5 years Service code 27 · EIN 47-3210786 | Advisory (Plan) | $53,809 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $10,910 |
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.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,719 | $113,568-71.2% | $67,560-51.6% | $200,096-83.6% |
| Participation rate | 36.0% | 73.3%-37.3pp | 72.9%-36.9pp | 72.0%-36.0pp |
| Annual return | 15.15% | 15.88%-0.7pp | 3533.50%-3518.3pp | 34.26%-19.1pp |
| Employer contribution / active EE | $437 | $3,409-87.2% | $2,737-84.0% | $3,038-85.6% |
| Participant deferral / active EE | $1,570 | $4,163-62.3% | $4,004-60.8% | $5,090-69.2% |
| Admin fee / account holder | $192 | $102+87.9% | $3,994-95.2% | $269-28.5% |