Filed June 7, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $32,462 |
Filed as: FIDELITY INVESTMENTS Service code 19 PO BOX 770001 · CINCINNATI, OH 45277 | Securities Custodian | $2,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,066 | $37,213+5.0% | $156,551-75.0% | $63,975-38.9% |
| Participation rate | 35.5% | 65.0%-29.5pp | 84.0%-48.5pp | 71.1%-35.7pp |
| Annual return | 13.08% | 47.89%-34.8pp | 32.23%-19.1pp | 48.65%-35.6pp |
| Employer contribution / active EE | $132 | $1,357-90.3% | $5,501-97.6% | $2,182-94.0% |
| Participant deferral / active EE | $2,078 | $2,070+0.4% | $4,871-57.3% | $3,356-38.1% |
| Admin fee / account holder | $60 | $56+6.2% | $13,028-99.5% | $70-15.1% |