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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEN BENEFITS GROUP LLC Service code 13 | Contract Administrator | $7,500 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,125 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,064 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $129,661 | $40,174+222.8% | $84,021+54.3% | $67,579+91.9% |
| Participation rate | 23.7% | 62.7%-38.9pp | 69.0%-45.3pp | 71.3%-47.5pp |
| Annual return | 21.46% | 25.82%-4.4pp | 71.32%-49.9pp | 378.56%-357.1pp |
| Employer contribution / active EE | $621 | $808-23.1% | $1,984-68.7% | $2,148-71.1% |
| Participant deferral / active EE | $1,152 | $2,301-49.9% | $3,239-64.4% | $3,539-67.4% |
| Admin fee / account holder | $46 | $128-64.5% | $6,102-99.3% | $142-68.0% |