Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $55,214 |
SENTINEL PENSION ADVISORS2+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $32,663 |
Service code 19 · EIN 04-3523567 | Securities Custodian | $8,606 |
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 | $161,050 | $63,924+151.9% | $108,579+48.3% | $55,167+191.9% |
| Participation rate | 99.2% | 74.3%+24.8pp | 79.6%+19.6pp | 69.0%+30.2pp |
| Annual return | 7.28% | 15.31%-8.0pp | -51.70%+59.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $3,009 | $1,879+60.1% | $3,758-19.9% | $1,963+53.3% |
| Participant deferral / active EE | $8,925 | $3,067+191.0% | $4,311+107.0% | $3,054+192.2% |
| Admin fee / account holder | $420 | $618-32.0% | $7,645-94.5% | $504-16.6% |