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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $61,585 |
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $46,506 |
FID INV INST OPS CO10+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,190 |
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 | $97,112 | $50,919+90.7% | $155,556-37.6% | $77,762+24.9% |
| Participation rate | 52.2% | 63.1%-10.9pp | 78.2%-26.0pp | 70.6%-18.4pp |
| Annual return | 16.70% | 34.84%-18.1pp | 64.84%-48.1pp | 31.27%-14.6pp |
| Employer contribution / active EE | $775 | $1,991-61.1% | $4,675-83.4% | $2,728-71.6% |
| Participant deferral / active EE | $4,397 | $2,824+55.7% | $5,631-21.9% | $4,651-5.5% |
| Admin fee / account holder | $238 | $437-45.6% | $15,885-98.5% | $433-45.1% |