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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $5,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,150 | $50,947+29.8% | $74,549-11.3% | $64,173+3.1% |
| Participation rate | 60.6% | 61.1%-0.4pp | 69.1%-8.5pp | 69.6%-8.9pp |
| Annual return | -6.12% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,562 | $2,302+54.8% | $3,108+14.6% | $3,470+2.7% |
| Admin fee / account holder | $68 | $4,221-98.4% | $5,059-98.6% | $4,887-98.6% |