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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Service code 26 · EIN 20-3527574 | Advisory (Participants) | $19,323 |
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 | $69,579 | $45,119+54.2% | $85,126-18.3% | $74,429-6.5% |
| Participation rate | 93.2% | 49.4%+43.8pp | 67.5%+25.7pp | 67.2%+26.0pp |
| Annual return | 16.84% | 26.28%-9.4pp | 66.63%-49.8pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $1,996 | $1,460+36.7% | $2,731-26.9% | $2,625-24.0% |
| Participant deferral / active EE | $10,474 | $2,738+282.6% | $4,523+131.6% | $4,348+140.9% |
| Admin fee / account holder | $186 | $2,214-91.6% | $6,160-97.0% | $1,944-90.5% |