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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $5,408 |
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 | $118,490 | $104,336+13.6% | $159,474-25.7% | $86,821+36.5% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.8%+16.9pp | 72.3%+27.4pp |
| Annual return | 17.86% | 26.32%-8.5pp | 263.68%-245.8pp | 97.94%-80.1pp |
| Employer contribution / active EE | $4,413 | $3,451+27.9% | $4,831-8.6% | $2,406+83.4% |
| Participant deferral / active EE | $10,155 | $6,837+48.5% | $7,353+38.1% | $4,132+145.8% |
| Admin fee / account holder | $15 | $172-91.5% | $10,802-99.9% | $170-91.3% |