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| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER FINANCIAL LLC2+ years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-0309154 | Advisory (Plan) | $31,586 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $8,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,519 | $55,458-17.9% | $76,030-40.1% | $77,762-41.5% |
| Participation rate | 40.3% | 63.6%-23.2pp | 69.1%-28.7pp | 70.6%-30.2pp |
| Annual return | 11.27% | 17.10%-5.8pp | 361.54%-350.3pp | 31.27%-20.0pp |
| Employer contribution / active EE | $664 | $1,792-62.9% | $2,688-75.3% | $2,728-75.7% |
| Participant deferral / active EE | $1,680 | $3,454-51.4% | $4,257-60.5% | $4,651-63.9% |
| Admin fee / account holder | $175 | $411-57.4% | $6,421-97.3% | $433-59.6% |