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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $10,519 |
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 | $111,576 | $95,417+16.9% | $135,974-17.9% | $74,460+49.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 20.65% | 32.76%-12.1pp | 68.30%-47.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $4,575 | $3,878+18.0% | $4,859-5.8% | $2,638+73.4% |
| Participant deferral / active EE | $10,426 | $7,789+33.8% | $7,760+34.4% | $4,530+130.2% |
| Admin fee / account holder | $23 | $266-91.2% | $10,767-99.8% | $348-93.3% |