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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $5,104 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,477 | $77,908+170.2% | $149,696+40.6% | $75,173+180.0% |
| Participation rate | 99.0% | 65.6%+33.4pp | 78.8%+20.2pp | 67.2%+31.8pp |
| Annual return | 19.07% | 31.73%-12.7pp | 134.46%-115.4pp | 160.72%-141.7pp |
| Employer contribution / active EE | $6,585 | $3,138+109.9% | $4,821+36.6% | $2,671+146.5% |
| Participant deferral / active EE | $6,579 | $3,411+92.9% | $5,682+15.8% | $4,126+59.4% |
| Admin fee / account holder | $41 | $5,950-99.3% | $13,212-99.7% | $5,651-99.3% |