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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-3422848 | Consulting | $20,306 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $13,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,308 | $73,638+19.9% | $95,960-8.0% | $73,493+20.2% |
| Participation rate | 68.7% | 76.2%-7.5pp | 77.1%-8.4pp | 70.7%-2.0pp |
| Annual return | 11.36% | 16.78%-5.4pp | 91.63%-80.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,304 | $3,617+19.0% | $4,167+3.3% | $3,740+15.1% |
| Admin fee / account holder | $338 | $482-29.9% | $6,797-95.0% | $513-34.1% |