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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL PENSION ADVISORS, LLC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $15,596 |
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $6,329 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,213 | $101,499-60.4% | $147,005-72.6% | $74,546-46.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.75% | 8732.34%-8716.6pp | 418.76%-403.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $4,208 | $3,811+10.4% | $4,934-14.7% | $2,624+60.3% |
| Participant deferral / active EE | $1,275 | $7,304-82.5% | $8,070-84.2% | $4,347-70.7% |
| Admin fee / account holder | $150 | $1,748-91.4% | $13,006-98.8% | $1,944-92.3% |