Filed May 12, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $60,837 |
SENTINEL PENSION ADVISORS9+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $50,205 |
NATIONAL FINANCIAL SERVICES8 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $6,247 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,906 | $80,781+72.0% | $102,437+35.6% | $74,478+86.5% |
| Participation rate | 91.9% | 65.7%+26.2pp | 74.5%+17.4pp | 67.2%+24.6pp |
| Annual return | 17.17% | 27.58%-10.4pp | 24.95%-7.8pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $7,392 | $3,160+133.9% | $3,871+91.0% | $2,626+181.5% |
| Participant deferral / active EE | $8,514 | $3,862+120.5% | $5,060+68.3% | $4,350+95.7% |
| Admin fee / account holder | $395 | $2,372-83.4% | $8,388-95.3% | $1,946-79.7% |