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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 | $55,441-17.9% | $76,002-40.1% | $77,671-41.4% |
| Participation rate | 40.3% | 63.6%-23.3pp | 69.1%-28.7pp | 70.6%-30.2pp |
| Annual return | 11.27% | 17.08%-5.8pp | 360.07%-348.8pp | 31.21%-19.9pp |
| Employer contribution / active EE | $664 | $1,789-62.9% | $2,688-75.3% | $2,726-75.6% |
| Participant deferral / active EE | $1,680 | $3,451-51.3% | $4,257-60.5% | $4,648-63.8% |
| Admin fee / account holder | $175 | $407-57.0% | $6,414-97.3% | $430-59.4% |