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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $10,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,749 | $55,470+49.2% | $155,556-46.8% | $74,478+11.1% |
| Participation rate | 49.2% | 61.9%-12.7pp | 78.2%-29.1pp | 67.2%-18.1pp |
| Annual return | 16.06% | 269.80%-253.7pp | 64.84%-48.8pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $1,459 | $2,267-35.6% | $4,675-68.8% | $2,626-44.5% |
| Participant deferral / active EE | $2,952 | $2,838+4.0% | $5,631-47.6% | $4,350-32.2% |
| Admin fee / account holder | $127 | $1,744-92.7% | $15,885-99.2% | $1,946-93.5% |