Filed June 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $76,033 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $7,454 |
Service code 27 · EIN 04-3565812 | Advisory (Plan) | $5,625 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,088 | $67,512-14.0% | $185,849-68.7% | $93,010-37.5% |
| Participation rate | 33.4% | 67.1%-33.7pp | 81.7%-48.3pp | 73.9%-40.5pp |
| Annual return | 16.72% | 21.04%-4.3pp | 122.10%-105.4pp | 158.70%-142.0pp |
| Employer contribution / active EE | $97 | $1,783-94.5% | $5,169-98.1% | $2,705-96.4% |
| Participant deferral / active EE | $2,225 | $3,035-26.7% | $5,569-60.0% | $4,561-51.2% |
| Admin fee / account holder | $100 | $318-68.4% | $16,244-99.4% | $152-33.8% |