Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $89,887 |
SENTINEL PENSION ADVISORS1+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $41,014 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN, LLC Service code 21 · EIN 61-1591182 | Bank Trustee | $13,433 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,701 | $57,108+151.6% | $94,224+52.5% | $52,331+174.6% |
| Participation rate | 98.0% | 72.9%+25.0pp | 78.8%+19.2pp | 68.1%+29.9pp |
| Annual return | -0.41% | 1.47%-1.9pp | 10.68%-11.1pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,857 | $1,735+64.6% | $3,587-20.4% | $1,882+51.8% |
| Participant deferral / active EE | $8,551 | $3,040+181.3% | $4,320+97.9% | $3,022+182.9% |
| Admin fee / account holder | $629 | $546+15.2% | $6,269-90.0% | $592+6.4% |