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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL PENSION ADVISORS INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $21,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,473 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,502 | $98,766+6.8% | $149,730-29.5% | $79,852+32.1% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.5%-0.8pp | 69.6%+12.0pp |
| Annual return | 18.09% | 27.43%-9.3pp | 276.70%-258.6pp | 31.72%-13.6pp |
| Employer contribution / active EE | $3,042 | $3,217-5.4% | $4,645-34.5% | $2,471+23.1% |
| Participant deferral / active EE | $9,672 | $5,681+70.3% | $6,843+41.4% | $3,740+158.6% |
| Admin fee / account holder | $223 | $6,052-96.3% | $9,310-97.6% | $5,306-95.8% |