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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $22,520 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,456 | $88,137-59.8% | $164,975-78.5% | $74,429-52.4% |
| Participation rate | 98.9% | 73.1%+25.7pp | 78.6%+20.2pp | 67.2%+31.6pp |
| Annual return | 14.43% | 17.13%-2.7pp | 70.12%-55.7pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $1,498 | $2,597-42.3% | $4,343-65.5% | $2,625-42.9% |
| Participant deferral / active EE | $4,885 | $4,501+8.5% | $6,033-19.0% | $4,348+12.3% |
| Admin fee / account holder | $71 | $2,231-96.8% | $12,688-99.4% | $1,944-96.3% |