Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS9+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $73,662 |
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $57,963 |
Filed as: FIDELITY INVESTMENTS Service code 19 82 DEVONSIRE STREET · BOSTON, MA 02109 | Securities Custodian | $15,429 |
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 | $270,347 | $91,372+195.9% | $129,995+108.0% | $74,419+263.3% |
| Participation rate | 99.3% | 77.8%+21.5pp | 78.5%+20.8pp | 70.7%+28.6pp |
| Annual return | 16.19% | 23.21%-7.0pp | -137.18%+153.4pp | 34.38%-18.2pp |
| Employer contribution / active EE | $3,727 | $2,563+45.4% | $4,320-13.7% | $2,637+41.3% |
| Participant deferral / active EE | $12,309 | $4,721+160.8% | $5,820+111.5% | $4,528+171.8% |
| Admin fee / account holder | $431 | $283+52.1% | $10,614-95.9% | $348+23.9% |