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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $33,257 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $26,833 |
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $2,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,629 | $37,117+58.0% | $147,617-60.3% | $55,191+6.2% |
| Participation rate | 47.7% | 63.6%-15.9pp | 84.6%-36.9pp | 69.2%-21.5pp |
| Annual return | -0.65% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $1,333 | $1,620-17.7% | $5,564-76.0% | $1,899-29.8% |
| Participant deferral / active EE | $2,725 | $1,985+37.2% | $4,895-44.3% | $3,046-10.6% |
| Admin fee / account holder | $166 | $86+94.4% | $11,612-98.6% | $91+83.2% |