Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $85,506 |
SENTINEL PENSION ADVISORS5+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $57,943 |
Filed as: FIDELITY INVESTMENTS Service code 19 82 DEVONSIRE STREET · BOSTON, MA 02109 | Securities Custodian | $12,794 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,831 | $69,159+188.9% | $125,195+59.6% | $67,582+195.7% |
| Participation rate | 99.4% | 78.2%+21.2pp | 79.8%+19.6pp | 71.3%+28.1pp |
| Annual return | 20.62% | 27.12%-6.5pp | 43.79%-23.2pp | 378.57%-358.0pp |
| Employer contribution / active EE | $3,179 | $2,023+57.1% | $3,866-17.8% | $2,148+48.0% |
| Participant deferral / active EE | $9,960 | $3,700+169.2% | $4,937+101.7% | $3,539+181.4% |
| Admin fee / account holder | $450 | $142+217.4% | $9,704-95.4% | $142+216.2% |