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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $34,190 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,357 | $67,396-60.9% | $60,919-56.7% | $134,545-80.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -49.86% | 50.12%-100.0pp | 16.96%-66.8pp | 418.37%-468.2pp |
| Employer contribution / active EE | $20,126 | $3,101+549.0% | $2,704+644.4% | $4,742+324.5% |
| Participant deferral / active EE | $31,042 | $4,534+584.6% | $3,814+713.8% | $6,401+384.9% |
| Admin fee / account holder | $423 | $4,590-90.8% | $3,228-86.9% | $11,431-96.3% |