Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL PENSION ADVISORS, LLC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $12,738 |
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 | $32,626 | $91,439-64.3% | $135,974-76.0% | $71,511-54.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.62% | 29.90%-12.3pp | 68.30%-50.7pp | 28.86%-11.2pp |
| Employer contribution / active EE | $3,796 | $3,705+2.5% | $4,859-21.9% | $2,589+46.6% |
| Participant deferral / active EE | $1,324 | $7,093-81.3% | $7,760-82.9% | $4,291-69.1% |
| Admin fee / account holder | $142 | $1,267-88.8% | $10,767-98.7% | $1,588-91.1% |