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 | $54,899 |
SENTINEL PENSION ADVISORS3+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $38,433 |
Filed as: FIDELITY INVESTMENTS Service code 19 82 DEVONSIRE STREET · BOSTON, MA 02109 | Securities Custodian | $8,558 |
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 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 | $260,737 | $71,192+266.2% | $117,854+121.2% | $62,292+318.6% |
| Participation rate | 99.1% | 74.2%+24.9pp | 79.7%+19.4pp | 69.5%+29.6pp |
| Annual return | 62.12% | 18.66%+43.5pp | 335.08%-273.0pp | 28.90%+33.2pp |
| Employer contribution / active EE | $3,256 | $1,934+68.4% | $3,786-14.0% | $2,042+59.4% |
| Participant deferral / active EE | $9,644 | $3,189+202.4% | $4,482+115.2% | $3,169+204.3% |
| Admin fee / account holder | $424 | $587-27.8% | $8,020-94.7% | $479-11.5% |