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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $7,768 |
Filed as: STATHEROS FINANCIAL SOLUTIONS Service code 17 · EIN 84-2942542 | Pension Consulting | $6,869 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,336 | $69,383-67.8% | $101,264-77.9% | $73,493-69.6% |
| Participation rate | 32.2% | 68.4%-36.1pp | 75.8%-43.6pp | 70.7%-38.5pp |
| Annual return | 15.45% | 18.46%-3.0pp | 46.48%-31.0pp | 28.51%-13.1pp |
| Employer contribution / active EE | $728 | $2,628-72.3% | $3,660-80.1% | $2,270-67.9% |
| Participant deferral / active EE | $1,030 | $3,301-68.8% | $4,370-76.4% | $3,740-72.5% |
| Admin fee / account holder | $308 | $704-56.3% | $5,947-94.8% | $513-40.0% |