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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $26,608 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $19,771 |
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 | $49,860 | $91,517-45.5% | $101,264-50.8% | $73,412-32.1% |
| Participation rate | 44.1% | 73.8%-29.7pp | 75.8%-31.7pp | 72.2%-28.1pp |
| Annual return | 13.04% | 17.17%-4.1pp | 46.48%-33.4pp | 59.30%-46.3pp |
| Employer contribution / active EE | $1,324 | $2,877-54.0% | $3,660-63.8% | $2,234-40.7% |
| Participant deferral / active EE | $2,175 | $3,338-34.8% | $4,370-50.2% | $3,806-42.8% |
| Admin fee / account holder | $320 | $216+48.2% | $5,947-94.6% | $158+102.6% |