Filed June 7, 2019 (most recent of 2 filings on file)
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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 | $28,142 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $3,515 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,316 | $44,989+3.0% | $170,435-72.8% | $77,958-40.6% |
| Participation rate | 33.7% | 64.6%-30.9pp | 83.6%-49.9pp | 71.6%-37.9pp |
| Annual return | 17.84% | 19.61%-1.8pp | 205.94%-188.1pp | 20.87%-3.0pp |
| Employer contribution / active EE | $139 | $1,466-90.5% | $5,432-97.4% | $2,310-94.0% |
| Participant deferral / active EE | $2,012 | $2,208-8.9% | $4,939-59.3% | $3,537-43.1% |
| Admin fee / account holder | $52 | $69-24.6% | $13,881-99.6% | $97-46.6% |