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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL ADVISORS Service code 15 · EIN 04-3422848 | Recordkeeping | $20,732 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS AND FINANCIAL GRP Service code 15 · EIN 20-5916766 | Recordkeeping | $6,601 |
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.)
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 | $86,973 | $63,924+36.1% | $108,582-19.9% | $55,167+57.7% |
| Participation rate | 48.7% | 74.3%-25.6pp | 79.6%-30.8pp | 69.0%-20.3pp |
| Annual return | 8.39% | 15.31%-6.9pp | -51.70%+60.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $394 | $1,879-79.0% | $3,758-89.5% | $1,963-79.9% |
| Participant deferral / active EE | $4,817 | $3,067+57.1% | $4,311+11.8% | $3,054+57.7% |
| Admin fee / account holder | $412 | $618-33.3% | $7,645-94.6% | $504-18.2% |