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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL ADVISORS Service code 15 · EIN 04-3422848 | Recordkeeping | $23,962 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS AND FINANCIAL GRP Service code 15 · EIN 20-5916766 | Recordkeeping | $8,875 |
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 | $98,439 | $71,192+38.3% | $117,861-16.5% | $62,293+58.0% |
| Participation rate | 44.3% | 74.2%-29.9pp | 79.7%-35.4pp | 69.5%-25.2pp |
| Annual return | 15.70% | 18.66%-3.0pp | 335.11%-319.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $362 | $1,934-81.3% | $3,786-90.4% | $2,042-82.3% |
| Participant deferral / active EE | $4,547 | $3,189+42.6% | $4,482+1.4% | $3,169+43.5% |
| Admin fee / account holder | $445 | $587-24.2% | $8,021-94.5% | $479-7.1% |