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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $6,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $5,056 | $36,916-86.3% | $156,551-96.8% | $57,658-91.2% |
| Participation rate | 26.2% | 63.4%-37.2pp | 84.0%-57.8pp | 70.2%-44.0pp |
| Annual return | -0.08% | 12.38%-12.5pp | 32.23%-32.3pp | 5.13%-5.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $32 | $82-61.1% | $13,028-99.8% | $95-66.1% |