Filed June 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $68,990 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $15,531 |
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.
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 | $51,079 | $56,095-8.9% | $178,503-71.4% | $90,274-43.4% |
| Participation rate | 35.7% | 65.6%-29.9pp | 81.9%-46.3pp | 73.4%-37.7pp |
| Annual return | 12.46% | 28.81%-16.3pp | 151.12%-138.7pp | 53.97%-41.5pp |
| Employer contribution / active EE | $112 | $1,572-92.9% | $5,011-97.8% | $2,523-95.6% |
| Participant deferral / active EE | $2,267 | $2,669-15.1% | $5,202-56.4% | $4,231-46.4% |
| Admin fee / account holder | $99 | $101-1.7% | $13,987-99.3% | $114-13.2% |