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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $61,626 |
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 | $77,096 | $110,282-30.1% | $102,423-24.7% | $199,921-61.4% |
| Participation rate | 73.8% | 86.3%-12.5pp | 76.5%-2.7pp | 72.0%+1.7pp |
| Annual return | 11.02% | 35.75%-24.7pp | 29.42%-18.4pp | 34.28%-23.3pp |
| Employer contribution / active EE | $1,669 | $3,603-53.7% | $3,023-44.8% | $3,035-45.0% |
| Participant deferral / active EE | $3,661 | $6,376-42.6% | $5,054-27.6% | $5,089-28.1% |
| Admin fee / account holder | $40 | $122-67.3% | $9,455-99.6% | $269-85.1% |