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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $14,438 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $9,733 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,130 | $79,089+54.4% | $100,392+21.7% | $74,459+64.0% |
| Participation rate | 86.0% | 79.4%+6.6pp | 81.5%+4.5pp | 67.2%+18.8pp |
| Annual return | 19.05% | 20.61%-1.6pp | 49.45%-30.4pp | 1369.70%-1350.7pp |
| Employer contribution / active EE | $2,972 | $3,015-1.4% | $3,941-24.6% | $2,626+13.2% |
| Participant deferral / active EE | $14,315 | $7,747+84.8% | $8,090+77.0% | $4,350+229.1% |
| Admin fee / account holder | $53 | $1,336-96.0% | $7,904-99.3% | $1,945-97.3% |