Filed April 23, 1998
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 ADVISORS2+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $61,878 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $37,706 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,436 | $74,089+247.5% | $133,975+92.2% | $55,167+366.6% |
| Participation rate | 96.5% | 84.3%+12.2pp | 87.1%+9.5pp | 69.0%+27.5pp |
| Annual return | 8.26% | 12.11%-3.9pp | 29.29%-21.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $7,950 | $3,064+159.5% | $5,211+52.6% | $1,963+305.1% |
| Participant deferral / active EE | $14,759 | $4,678+215.5% | $6,282+135.0% | $3,054+383.2% |
| Admin fee / account holder | $572 | $458+24.9% | $9,324-93.9% | $504+13.6% |