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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $53,164 |
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $41,564 |
FID INV INST OPS CO7+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,854 | $56,540+58.9% | $185,849-51.7% | $86,821+3.5% |
| Participation rate | 54.6% | 65.5%-10.9pp | 81.7%-27.1pp | 72.3%-17.7pp |
| Annual return | 16.21% | 118.20%-102.0pp | 122.10%-105.9pp | 97.94%-81.7pp |
| Employer contribution / active EE | $696 | $1,844-62.3% | $5,169-86.5% | $2,406-71.1% |
| Participant deferral / active EE | $3,909 | $2,555+53.0% | $5,569-29.8% | $4,132-5.4% |
| Admin fee / account holder | $219 | $150+46.5% | $16,244-98.7% | $170+29.3% |