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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 | $25,440 |
Filed as: ALEXANDER ARONSON & FINNING Service code 10 · EIN 04-2571780 | Accounting | $9,710 |
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 | $128,425 | $75,183+70.8% | $123,894+3.7% | $55,167+132.8% |
| Participation rate | 93.7% | 72.8%+20.9pp | 81.4%+12.3pp | 69.0%+24.7pp |
| Annual return | 9.21% | 19.01%-9.8pp | 47.52%-38.3pp | 169.23%-160.0pp |
| Employer contribution / active EE | $3,109 | $2,823+10.1% | $4,617-32.7% | $1,963+58.4% |
| Participant deferral / active EE | $5,729 | $5,084+12.7% | $5,984-4.3% | $3,054+87.6% |
| Admin fee / account holder | $272 | $663-59.0% | $8,357-96.8% | $504-46.1% |