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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $8,040 |
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 | $97,000 | $82,163+18.1% | $125,381-22.6% | $64,819+49.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -16.21% | 3.49%-19.7pp | 572.31%-588.5pp | 32.84%-49.0pp |
| Employer contribution / active EE | $4,473 | $3,616+23.7% | $4,815-7.1% | $2,507+78.4% |
| Participant deferral / active EE | $10,378 | $7,175+44.7% | $7,448+39.3% | $4,311+140.7% |
| Admin fee / account holder | $20 | $163-87.9% | $10,007-99.8% | $188-89.5% |