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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL PENSION ADVISORS, LLC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $12,518 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $6,970 |
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 | $29,758 | $84,499-64.8% | $125,391-76.3% | $66,949-55.6% |
| Participation rate | 89.0% | 76.4%+12.6pp | 82.4%+6.6pp | 69.8%+19.2pp |
| Annual return | -17.55% | -8.49%-9.1pp | 572.41%-590.0pp | 1.57%-19.1pp |
| Employer contribution / active EE | $3,534 | $3,554-0.6% | $4,816-26.6% | $2,545+38.8% |
| Participant deferral / active EE | $1,213 | $6,785-82.1% | $7,448-83.7% | $4,239-71.4% |
| Admin fee / account holder | $152 | $685-77.8% | $10,009-98.5% | $594-74.4% |