Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $77,902 |
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $75,936 |
Filed as: FIDELITY INVESTMENTS Service code 19 82 DEVONSIRE STREET · BOSTON, MA 02109 | Securities Custodian | $15,636 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,060 | $86,225+215.5% | $146,665+85.5% | $86,799+213.4% |
| Participation rate | 99.4% | 78.0%+21.4pp | 80.1%+19.3pp | 72.3%+27.1pp |
| Annual return | 14.70% | 31.23%-16.5pp | 22.74%-8.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $3,466 | $2,392+44.9% | $4,136-16.2% | $2,405+44.1% |
| Participant deferral / active EE | $11,325 | $4,245+166.8% | $5,506+105.7% | $4,131+174.2% |
| Admin fee / account holder | $325 | $195+66.4% | $10,280-96.8% | $170+91.7% |