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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $15,255 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,364 | $106,110+21.9% | $147,005-12.0% | $77,671+66.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 16.61% | 56.77%-40.2pp | 418.76%-402.1pp | 31.21%-14.6pp |
| Employer contribution / active EE | $4,556 | $4,065+12.1% | $4,934-7.7% | $2,726+67.1% |
| Participant deferral / active EE | $10,816 | $7,992+35.3% | $8,070+34.0% | $4,648+132.7% |
| Admin fee / account holder | $31 | $338-90.8% | $13,006-99.8% | $430-92.8% |