Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL PENSION ADVISORS INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $56,674 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,949 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,836 | $106,264-17.3% | $147,117-40.3% | $77,762+13.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 20.59% | 56.94%-36.3pp | 420.54%-399.9pp | 31.27%-10.7pp |
| Employer contribution / active EE | $3,937 | $4,074-3.4% | $4,932-20.2% | $2,728+44.3% |
| Participant deferral / active EE | $11,439 | $8,003+42.9% | $8,065+41.8% | $4,651+146.0% |
| Admin fee / account holder | $196 | $334-41.3% | $12,993-98.5% | $433-54.6% |