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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $8,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,740 | $36,916-35.7% | $156,551-84.8% | $57,658-58.8% |
| Participation rate | 37.3% | 63.4%-26.1pp | 84.0%-46.7pp | 70.2%-32.9pp |
| Annual return | 2.00% | 12.38%-10.4pp | 32.23%-30.2pp | 5.13%-3.1pp |
| Employer contribution / active EE | $665 | $1,571-57.6% | $5,501-87.9% | $1,974-66.3% |
| Participant deferral / active EE | $931 | $1,926-51.6% | $4,871-80.9% | $3,061-69.6% |
| Admin fee / account holder | $58 | $82-29.8% | $13,028-99.6% | $95-38.8% |