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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP INC Service code 15 · EIN 04-3015875 | Recordkeeping | $11,904 |
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).
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 | $125,338 | $72,404+73.1% | $110,243+13.7% | $64,173+95.3% |
| Participation rate | 56.7% | 73.3%-16.7pp | 79.8%-23.2pp | 69.6%-12.9pp |
| Annual return | -6.44% | -6.29%-0.1pp | 314.76%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,922 | $2,282-15.8% | $3,827-49.8% | $2,381-19.3% |
| Participant deferral / active EE | $6,052 | $3,469+74.5% | $4,672+29.5% | $3,470+74.4% |
| Admin fee / account holder | $369 | $5,664-93.5% | $8,548-95.7% | $4,887-92.4% |