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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 | $55,446+49.2% | $155,574-46.8% | $74,429+11.2% |
| Participation rate | 49.2% | 61.9%-12.7pp | 78.2%-29.0pp | 67.2%-18.0pp |
| Annual return | 16.06% | 269.20%-253.1pp | 64.87%-48.8pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $1,459 | $2,266-35.6% | $4,676-68.8% | $2,625-44.4% |
| Participant deferral / active EE | $2,952 | $2,836+4.1% | $5,629-47.6% | $4,348-32.1% |
| Admin fee / account holder | $127 | $1,743-92.7% | $15,914-99.2% | $1,944-93.5% |