Filed September 28, 2017 (most recent of 2 filings on file)
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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 | $30,200 |
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 | $55,814 | $72,770-23.3% | $67,652-17.5% | $55,191+1.1% |
| Participation rate | 86.4% | 78.8%+7.6pp | 75.7%+10.7pp | 69.2%+17.2pp |
| Annual return | 20.95% | -3.26%+24.2pp | 6625.40%-6604.4pp | 10.78%+10.2pp |
| Employer contribution / active EE | $3,656 | $1,769+106.6% | $2,266+61.4% | $1,899+92.5% |
| Participant deferral / active EE | $4,750 | $3,408+39.4% | $3,560+33.4% | $3,046+55.9% |
| Admin fee / account holder | $125 | $79+58.5% | $4,821-97.4% | $91+37.6% |