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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7+ years Service code 27 · EIN 04-3422548 | Advisory (Plan) | $26,176 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $114,338 | $73,638+55.3% | $108,410+5.5% | $79,393+44.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 80.1%-30.1pp | 70.7%-20.7pp |
| Annual return | 14.62% | 33.27%-18.7pp | 905.34%-890.7pp | 116.87%-102.3pp |
| Employer contribution / active EE | $1,490 | $2,397-37.8% | $3,558-58.1% | $2,428-38.6% |
| Participant deferral / active EE | $2,546 | $6,218-59.0% | $6,562-61.2% | $4,046-37.1% |
| Admin fee / account holder | $583 | $638-8.6% | $7,296-92.0% | $627-6.9% |