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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $15,079 |
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 | $63,860 | $53,127+20.2% | $86,587-26.2% | $70,131-8.9% |
| Participation rate | 89.6% | 65.3%+24.2pp | 73.5%+16.0pp | 69.5%+20.0pp |
| Annual return | 20.45% | 27.66%-7.2pp | 964.86%-944.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $4,476 | $2,068+116.4% | $2,839+57.6% | $2,342+91.1% |
| Participant deferral / active EE | $6,420 | $2,696+138.2% | $3,609+77.9% | $3,332+92.7% |
| Admin fee / account holder | $129 | $3,585-96.4% | $4,906-97.4% | $4,645-97.2% |