Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $75,000 |
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $63,626 |
Filed as: FIDELITY INVESTMENTS Service code 19 82 DEVONSIRE STREET · BOSTON, MA 02109 | Securities Custodian | $17,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,630 | $89,436+219.4% | $164,813+73.3% | $77,643+267.9% |
| Participation rate | 96.8% | 78.6%+18.2pp | 78.6%+18.2pp | 70.6%+26.3pp |
| Annual return | 13.90% | 28.83%-14.9pp | 69.93%-56.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $3,328 | $2,569+29.6% | $4,341-23.3% | $2,726+22.1% |
| Participant deferral / active EE | $12,160 | $4,897+148.3% | $6,031+101.6% | $4,647+161.7% |
| Admin fee / account holder | $489 | $339+44.2% | $12,690-96.1% | $430+13.7% |