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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 | $6,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,710 | $52,639-1.8% | $185,117-72.1% | $62,293-17.0% |
| Participation rate | 62.9% | 63.9%-0.9pp | 77.3%-14.3pp | 69.5%-6.6pp |
| Annual return | 16.75% | 19.57%-2.8pp | 40.50%-23.7pp | 28.90%-12.1pp |
| Employer contribution / active EE | $4,971 | $1,483+235.3% | $4,182+18.9% | $2,042+143.4% |
| Participant deferral / active EE | $9,196 | $3,097+196.9% | $5,045+82.3% | $3,169+190.2% |
| Admin fee / account holder | $20 | $374-94.6% | $8,159-99.8% | $479-95.8% |