Filed February 5, 2018 (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 | $68,179 |
SENTINEL PENSION ADVISORS3+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $32,652 |
Filed as: FIDELITY INVESTMENTS Service code 19 82 DEVONSIRE STREET · BOSTON, MA 02109 | Securities Custodian | $9,390 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $197,598 | $71,666+175.7% | $117,861+67.7% | $69,631+183.8% |
| Participation rate | 88.8% | 77.5%+11.2pp | 79.7%+9.1pp | 70.7%+18.1pp |
| Annual return | 91.05% | 18.86%+72.2pp | 335.11%-244.1pp | 27571.02%-27480.0pp |
| Employer contribution / active EE | $1,844 | $1,889-2.4% | $3,786-51.3% | $2,032-9.3% |
| Participant deferral / active EE | $5,162 | $3,340+54.6% | $4,482+15.2% | $3,224+60.1% |
| Admin fee / account holder | $347 | $120+188.1% | $8,021-95.7% | $110+213.9% |