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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $35,358 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $27,684 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,776 | $69,708-57.3% | $67,560-55.9% | $74,478-60.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 18.51% | -40.67%+59.2pp | 3533.50%-3515.0pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $2,771 | $2,715+2.1% | $2,737+1.3% | $2,626+5.5% |
| Participant deferral / active EE | $3,381 | $3,637-7.0% | $4,004-15.6% | $4,350-22.3% |
| Admin fee / account holder | $156 | $887-82.4% | $3,994-96.1% | $1,946-92.0% |