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 | $69,412 |
SENTINEL PENSION ADVISORS4+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $54,082 |
Filed as: FIDELITY INVESTMENTS Service code 19 82 DEVONSIRE STREET · BOSTON, MA 02109 | Securities Custodian | $12,259 |
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).
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 | $161,507 | $62,267+159.4% | $110,238+46.5% | $55,725+189.8% |
| Participation rate | 98.8% | 78.1%+20.7pp | 79.8%+19.0pp | 70.9%+27.9pp |
| Annual return | -4.04% | -1.07%-3.0pp | 314.74%-318.8pp | 244.93%-249.0pp |
| Employer contribution / active EE | $3,129 | $1,941+61.2% | $3,826-18.2% | $2,078+50.5% |
| Participant deferral / active EE | $9,762 | $3,516+177.6% | $4,672+109.0% | $3,356+190.9% |
| Admin fee / account holder | $396 | $121+227.9% | $8,547-95.4% | $115+244.2% |