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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Service code 28 · EIN 04-3422848 | Investment Management | $19,378 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,828 | $69,745+213.8% | $67,511+224.1% | $74,546+193.5% |
| Participation rate | 99.4% | 71.3%+28.1pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 11.56% | -40.37%+51.9pp | 3517.41%-3505.9pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,471 | $2,705-45.6% | $2,733-46.2% | $2,624-44.0% |
| Participant deferral / active EE | $1,815 | $3,636-50.1% | $4,000-54.6% | $4,347-58.2% |
| Admin fee / account holder | $79 | $894-91.1% | $3,999-98.0% | $1,944-95.9% |