Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL ADVISORS Service code 15 · EIN 04-3422848 | Recordkeeping | $15,939 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS AND FINANCIAL GRP Service code 15 · EIN 20-5916766 | Recordkeeping | $5,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,601 | $57,108+35.9% | $94,229-17.6% | $52,331+48.3% |
| Participation rate | 41.3% | 72.9%-31.7pp | 78.8%-37.5pp | 68.1%-26.8pp |
| Annual return | 0.10% | 1.47%-1.4pp | 10.68%-10.6pp | 4.54%-4.4pp |
| Employer contribution / active EE | $350 | $1,735-79.8% | $3,587-90.2% | $1,882-81.4% |
| Participant deferral / active EE | $4,215 | $3,040+38.7% | $4,320-2.4% | $3,022+39.5% |
| Admin fee / account holder | $356 | $546-34.8% | $6,269-94.3% | $592-39.8% |