Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $65,135 |
SENTINEL PENSION ADVISORS4+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $52,427 |
Filed as: FIDELITY INVESTMENTS Service code 19 82 DEVONSIRE STREET · BOSTON, MA 02109 | Securities Custodian | $13,112 |
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 | $133,877 | $62,267+115.0% | $110,243+21.4% | $55,725+140.2% |
| Participation rate | 91.8% | 78.1%+13.7pp | 79.8%+12.0pp | 70.9%+21.0pp |
| Annual return | -4.58% | -1.07%-3.5pp | 314.76%-319.3pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,139 | $1,941+10.2% | $3,827-44.1% | $2,078+2.9% |
| Participant deferral / active EE | $6,564 | $3,516+86.7% | $4,672+40.5% | $3,356+95.6% |
| Admin fee / account holder | $308 | $121+154.9% | $8,548-96.4% | $115+167.6% |