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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $19,658 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,734 | $79,181-46.0% | $102,423-58.3% | $74,429-42.6% |
| Participation rate | 56.3% | 74.8%-18.4pp | 76.5%-20.2pp | 67.2%-10.9pp |
| Annual return | 11.78% | 54.97%-43.2pp | 29.42%-17.6pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $699 | $2,362-70.4% | $3,023-76.9% | $2,625-73.4% |
| Participant deferral / active EE | $2,248 | $4,416-49.1% | $5,054-55.5% | $4,348-48.3% |
| Admin fee / account holder | $260 | $2,002-87.0% | $9,455-97.2% | $1,944-86.6% |