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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $27,985 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $23,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $140,475 | $52,293+168.6% | $178,503-21.3% | $73,412+91.4% |
| Participation rate | 9.1% | 65.3%-56.3pp | 81.9%-72.9pp | 72.2%-63.1pp |
| Annual return | 5.18% | 34.75%-29.6pp | 151.12%-145.9pp | 59.30%-54.1pp |
| Employer contribution / active EE | $1,320 | $1,736-24.0% | $5,011-73.7% | $2,234-40.9% |
| Participant deferral / active EE | $4,316 | $2,333+85.0% | $5,202-17.0% | $3,806+13.4% |
| Admin fee / account holder | $648 | $127+408.8% | $13,987-95.4% | $158+310.4% |