Filed September 28, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $33,021 |
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 | $66,566 | $63,905+4.2% | $74,184-10.3% | $57,658+15.4% |
| Participation rate | 86.6% | 79.8%+6.9pp | 76.6%+10.0pp | 70.2%+16.4pp |
| Annual return | 14.23% | 60.60%-46.4pp | 17.74%-3.5pp | 5.13%+9.1pp |
| Employer contribution / active EE | $3,945 | $1,840+114.3% | $2,370+66.4% | $1,974+99.9% |
| Participant deferral / active EE | $5,217 | $3,448+51.3% | $3,550+47.0% | $3,061+70.5% |
| Admin fee / account holder | $132 | $91+45.0% | $5,586-97.6% | $95+39.7% |