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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $69,809 |
SENTINEL PENSION ADVISORS11+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $50,308 |
FID INV INST OPS CO11+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,730 | $46,464+144.8% | $150,298-24.3% | $79,634+42.8% |
| Participation rate | 51.3% | 57.0%-5.7pp | 77.8%-26.5pp | 62.5%-11.2pp |
| Annual return | 17.34% | 27.89%-10.6pp | 62.79%-45.4pp | 36.46%-19.1pp |
| Employer contribution / active EE | $886 | $1,512-41.4% | $4,154-78.7% | $2,529-65.0% |
| Participant deferral / active EE | $4,744 | $2,157+120.0% | $5,453-13.0% | $3,835+23.7% |
| Admin fee / account holder | $273 | $891-69.4% | $14,116-98.1% | $1,002-72.8% |