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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $21,121 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $13,844 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,908 | $78,483-70.8% | $106,201-78.4% | $74,546-69.3% |
| Participation rate | 98.6% | 72.8%+25.8pp | 75.3%+23.3pp | 67.2%+31.4pp |
| Annual return | 11.34% | 15.94%-4.6pp | 116.26%-104.9pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $2,189 | $2,522-13.2% | $3,170-30.9% | $2,624-16.6% |
| Participant deferral / active EE | $2,541 | $4,320-41.2% | $5,012-49.3% | $4,347-41.5% |
| Admin fee / account holder | $203 | $2,236-90.9% | $11,039-98.2% | $1,944-89.6% |