Filed June 7, 2019 (most recent of 2 filings on file)
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 ADVISORS4 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $148,635 |
SENTINEL PENSION ADVISORS3 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $55,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,959 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,472 | $62,928-40.5% | $172,752-78.3% | $67,579-44.6% |
| Participation rate | 87.9% | 64.5%+23.5pp | 82.6%+5.3pp | 71.3%+16.7pp |
| Annual return | 20.78% | 30.36%-9.6pp | 802.97%-782.2pp | 378.56%-357.8pp |
| Employer contribution / active EE | $2,922 | $1,636+78.6% | $5,144-43.2% | $2,148+36.1% |
| Participant deferral / active EE | $3,501 | $2,145+63.2% | $5,198-32.6% | $3,539-1.1% |
| Admin fee / account holder | $149 | $167-10.5% | $13,955-98.9% | $142+4.8% |