Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $82,460 |
SENTINEL PENSION ADVISORS6+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $61,237 |
Filed as: FIDELITY INVESTMENTS Service code 19 82 DEVONSIRE STREET · BOSTON, MA 02109 | Securities Custodian | $13,660 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,588 | $78,419+191.5% | $133,956+70.6% | $73,409+211.4% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.8%+19.5pp | 72.2%+27.2pp |
| Annual return | 13.53% | 33.35%-19.8pp | 45.09%-31.6pp | 59.29%-45.8pp |
| Employer contribution / active EE | $3,059 | $2,044+49.7% | $3,919-21.9% | $2,234+37.0% |
| Participant deferral / active EE | $10,237 | $3,925+160.8% | $5,048+102.8% | $3,805+169.0% |
| Admin fee / account holder | $441 | $161+173.2% | $8,927-95.1% | $158+179.2% |