Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $6,987 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,324 | $95,383+127.8% | $185,837+16.9% | $85,856+153.1% |
| Participation rate | 96.7% | 68.8%+28.0pp | 81.7%+15.0pp | 69.3%+27.4pp |
| Annual return | 14.13% | 23.59%-9.5pp | 122.08%-108.0pp | 318.58%-304.5pp |
| Employer contribution / active EE | $6,522 | $3,313+96.8% | $5,168+26.2% | $2,565+154.2% |
| Participant deferral / active EE | $6,687 | $3,423+95.3% | $5,568+20.1% | $3,952+69.2% |
| Admin fee / account holder | $62 | $7,213-99.1% | $16,241-99.6% | $6,261-99.0% |