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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 · EIN 20-5916766 | Contract Administrator | $9,528 |
Service code 15 · EIN 93-1225432 | Recordkeeping | $8,943 |
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 | $76,396 | $78,428-2.6% | $95,960-20.4% | $79,852-4.3% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 14.09% | 19.37%-5.3pp | 91.63%-77.5pp | 31.72%-17.6pp |
| Employer contribution / active EE | $1,837 | $1,945-5.6% | $2,541-27.7% | $2,471-25.7% |
| Participant deferral / active EE | $3,269 | $3,440-5.0% | $4,167-21.5% | $3,740-12.6% |
| Admin fee / account holder | $141 | $5,622-97.5% | $6,797-97.9% | $5,306-97.3% |