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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL PENSION ADVISORS INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $46,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,087 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,407 | $95,438-26.2% | $135,982-48.2% | $74,473-5.5% |
| Participation rate | 92.6% | 78.2%+14.3pp | 81.9%+10.6pp | 70.7%+21.8pp |
| Annual return | 21.78% | 32.61%-10.8pp | 68.32%-46.5pp | 34.36%-12.6pp |
| Employer contribution / active EE | $2,990 | $3,878-22.9% | $4,859-38.5% | $2,638+13.3% |
| Participant deferral / active EE | $8,816 | $7,790+13.2% | $7,760+13.6% | $4,530+94.6% |
| Admin fee / account holder | $163 | $259-37.2% | $10,767-98.5% | $347-53.1% |