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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP INC Service code 15 · EIN 04-3015875 | Recordkeeping | $9,090 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,877 | $65,704+73.3% | $94,229+20.9% | $59,633+91.0% |
| Participation rate | 68.5% | 72.1%-3.6pp | 78.8%-10.2pp | 68.7%-0.1pp |
| Annual return | -1.97% | 5.22%-7.2pp | 10.68%-12.7pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,728 | $2,021-14.5% | $3,587-51.8% | $2,203-21.6% |
| Participant deferral / active EE | $6,599 | $3,143+110.0% | $4,320+52.7% | $3,192+106.8% |
| Admin fee / account holder | $320 | $4,265-92.5% | $6,269-94.9% | $4,297-92.6% |