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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $13,295 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $960 |
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 | $33,332 | $52,293-36.3% | $178,503-81.3% | $73,412-54.6% |
| Participation rate | 42.2% | 65.3%-23.2pp | 81.9%-39.7pp | 72.2%-30.0pp |
| Annual return | 6.02% | 34.75%-28.7pp | 151.12%-145.1pp | 59.30%-53.3pp |
| Employer contribution / active EE | $964 | $1,736-44.5% | $5,011-80.8% | $2,234-56.8% |
| Participant deferral / active EE | $1,510 | $2,333-35.3% | $5,202-71.0% | $3,806-60.3% |
| Admin fee / account holder | $76 | $127-40.4% | $13,987-99.5% | $158-52.0% |