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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6+ years Service code 28 · EIN 04-3422848 | Investment Management | $14,858 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $206,815 | $65,322+216.6% | $70,476+193.5% | $73,493+181.4% |
| Participation rate | 99.5% | 77.0%+22.5pp | 75.1%+24.4pp | 70.7%+28.8pp |
| Annual return | 11.00% | 15.71%-4.7pp | 109.12%-98.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,599 | $2,460-35.0% | $2,738-41.6% | $2,270-29.6% |
| Participant deferral / active EE | $1,891 | $3,375-44.0% | $3,710-49.0% | $3,740-49.4% |
| Admin fee / account holder | $70 | $214-67.1% | $3,847-98.2% | $513-86.3% |