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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $13,055 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $6,818 |
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 | $12,677 | $72,639-82.5% | $90,766-86.0% | $66,949-81.1% |
| Participation rate | 70.6% | 73.7%-3.1pp | 75.7%-5.1pp | 69.8%+0.8pp |
| Annual return | -7.57% | -12.28%+4.7pp | -12.16%+4.6pp | 1.57%-9.1pp |
| Employer contribution / active EE | $1,276 | $2,369-46.2% | $2,922-56.3% | $2,545-49.9% |
| Participant deferral / active EE | $2,131 | $3,979-46.4% | $4,565-53.3% | $4,239-49.7% |
| Admin fee / account holder | $90 | $708-87.3% | $8,446-98.9% | $594-84.8% |