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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $58,449 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,049 | $104,544-34.9% | $96,534-29.5% | $80,157-15.1% |
| Participation rate | 74.7% | 86.4%-11.7pp | 76.0%-1.3pp | 72.9%+1.7pp |
| Annual return | 11.97% | 21.79%-9.8pp | 25.88%-13.9pp | 40.39%-28.4pp |
| Employer contribution / active EE | $1,713 | $3,527-51.4% | $2,965-42.2% | $2,977-42.5% |
| Participant deferral / active EE | $3,684 | $6,170-40.3% | $4,851-24.1% | $5,015-26.5% |
| Admin fee / account holder | $37 | $107-65.6% | $8,253-99.6% | $145-74.6% |