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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 | $106,264+21.7% | $147,117-12.1% | $77,762+66.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 16.61% | 56.94%-40.3pp | 420.54%-403.9pp | 31.27%-14.7pp |
| Employer contribution / active EE | $4,556 | $4,074+11.8% | $4,932-7.6% | $2,728+67.0% |
| Participant deferral / active EE | $10,816 | $8,003+35.1% | $8,065+34.1% | $4,651+132.6% |
| Admin fee / account holder | $31 | $334-90.7% | $12,993-99.8% | $433-92.8% |