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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $37,919 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $29,247 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,051 | $91,198+105.1% | $178,503+4.8% | $79,856+134.2% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 11.43% | 24.20%-12.8pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $6,387 | $3,257+96.1% | $5,011+27.5% | $2,471+158.5% |
| Participant deferral / active EE | $6,230 | $3,237+92.5% | $5,202+19.7% | $3,741+66.5% |
| Admin fee / account holder | $616 | $6,748-90.9% | $13,987-95.6% | $5,306-88.4% |