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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $11,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,109 | $37,196-24.4% | $154,108-81.8% | $55,725-49.6% |
| Participation rate | 42.5% | 64.1%-21.5pp | 83.0%-40.5pp | 70.9%-28.3pp |
| Annual return | 8.02% | 1319.68%-1311.7pp | 735.21%-727.2pp | 244.93%-236.9pp |
| Employer contribution / active EE | $837 | $1,614-48.1% | $5,298-84.2% | $2,078-59.7% |
| Participant deferral / active EE | $1,268 | $2,068-38.7% | $5,081-75.0% | $3,356-62.2% |
| Admin fee / account holder | $75 | $102-26.2% | $13,411-99.4% | $115-34.9% |