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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL ADVISORS Service code 15 · EIN 04-3422848 | Recordkeeping | $26,725 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS AND FINANCIAL GRP Service code 15 · EIN 20-5916766 | Recordkeeping | $7,850 |
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 | $80,829 | $66,302+21.9% | $110,243-26.7% | $56,289+43.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 79.8%-29.8pp | 69.9%-19.9pp |
| Annual return | -4.23% | -1.18%-3.1pp | 314.76%-319.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $453 | $2,047-77.9% | $3,827-88.2% | $2,111-78.5% |
| Participant deferral / active EE | $5,501 | $3,381+62.7% | $4,672+17.7% | $3,350+64.2% |
| Admin fee / account holder | $447 | $698-36.0% | $8,548-94.8% | $521-14.2% |