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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 | $45,123+54.2% | $85,240-18.4% | $74,478-6.6% |
| Participation rate | 93.2% | 49.4%+43.8pp | 67.5%+25.7pp | 67.2%+26.0pp |
| Annual return | 16.84% | 26.32%-9.5pp | 66.75%-49.9pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $1,996 | $1,459+36.8% | $2,735-27.0% | $2,626-24.0% |
| Participant deferral / active EE | $10,474 | $2,736+282.8% | $4,527+131.4% | $4,350+140.8% |
| Admin fee / account holder | $186 | $2,215-91.6% | $6,165-97.0% | $1,946-90.5% |