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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 | $22,691 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $19,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,082 | $65,376+11.8% | $87,100-16.1% | $65,185+12.1% |
| Participation rate | 60.2% | 75.3%-15.1pp | 76.9%-16.6pp | 70.2%-10.0pp |
| Annual return | 17.24% | 31.27%-14.0pp | 28.19%-11.0pp | 29.38%-12.1pp |
| Employer contribution / active EE | $513 | $1,822-71.9% | $2,521-79.7% | $2,177-76.4% |
| Participant deferral / active EE | $2,737 | $3,388-19.2% | $4,049-32.4% | $3,514-22.1% |
| Admin fee / account holder | $390 | $520-25.0% | $7,497-94.8% | $847-54.0% |