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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Service code 15 · EIN 04-3422848 | Recordkeeping | $26,018 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $16,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $89,364-100.0% | $141,177-100.0% | $72,983-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.5%-82.5pp | 69.5%-69.5pp |
| Annual return | 22.58% | 111.86%-89.3pp | 71.40%-48.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $3,817 | $3,115+22.6% | $4,736-19.4% | $2,440+56.5% |
| Participant deferral / active EE | $12,170 | $5,419+124.6% | $6,710+81.4% | $3,608+237.3% |
| Admin fee / account holder | $0 | $5,959-100.0% | $10,263-100.0% | $5,124-100.0% |