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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $11,203 |
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.
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 | $28,941 | $62,928-54.0% | $172,753-83.2% | $67,582-57.2% |
| Participation rate | 49.6% | 64.5%-14.8pp | 82.6%-33.0pp | 71.3%-21.7pp |
| Annual return | 6.60% | 30.36%-23.8pp | 803.00%-796.4pp | 378.57%-372.0pp |
| Employer contribution / active EE | $1,056 | $1,636-35.5% | $5,144-79.5% | $2,148-50.9% |
| Participant deferral / active EE | $1,631 | $2,145-23.9% | $5,198-68.6% | $3,539-53.9% |
| Admin fee / account holder | $65 | $167-61.1% | $13,956-99.5% | $142-54.5% |