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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP INC Service code 15 · EIN 04-3015875 | Recordkeeping | $9,840 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $111,033 | $69,977+58.7% | $108,582+2.3% | $62,881+76.6% |
| Participation rate | 70.8% | 72.9%-2.1pp | 79.6%-8.8pp | 69.3%+1.5pp |
| Annual return | 8.15% | 10.73%-2.6pp | -51.70%+59.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,980 | $2,135-7.3% | $3,758-47.3% | $2,281-13.2% |
| Participant deferral / active EE | $6,282 | $3,165+98.5% | $4,311+45.7% | $3,203+96.1% |
| Admin fee / account holder | $300 | $5,076-94.1% | $7,645-96.1% | $4,296-93.0% |