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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $32,011 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $31,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,945 | $80,763-6.0% | $102,412-25.8% | $74,459+2.0% |
| Participation rate | 47.0% | 65.7%-18.7pp | 74.5%-27.5pp | 67.2%-20.2pp |
| Annual return | 14.45% | 27.57%-13.1pp | 24.94%-10.5pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $2,003 | $3,160-36.6% | $3,870-48.3% | $2,626-23.7% |
| Participant deferral / active EE | $3,793 | $3,862-1.8% | $5,060-25.0% | $4,350-12.8% |
| Admin fee / account holder | $414 | $2,371-82.5% | $8,388-95.1% | $1,945-78.7% |