Filed June 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $42,824 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $12,505 |
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.
Annual investment return 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 | $41,614 | $45,382-8.3% | $154,108-73.0% | $75,289-44.7% |
| Participation rate | 35.0% | 65.9%-30.9pp | 83.0%-48.1pp | 72.4%-37.5pp |
| Annual return | -6.18% | -0.47%-5.7pp | 735.21%-741.4pp | -0.04%-6.1pp |
| Employer contribution / active EE | $154 | $1,533-90.0% | $5,298-97.1% | $2,405-93.6% |
| Participant deferral / active EE | $2,102 | $2,384-11.8% | $5,081-58.6% | $3,739-43.8% |
| Admin fee / account holder | $84 | $89-6.0% | $13,411-99.4% | $102-17.9% |