Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3045875 | Recordkeeping | $48,045 |
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $29,924 |
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 | $53,707 | $50,919+5.5% | $155,556-65.5% | $77,762-30.9% |
| Participation rate | 69.1% | 63.1%+6.0pp | 78.2%-9.1pp | 70.6%-1.5pp |
| Annual return | 14.72% | 34.84%-20.1pp | 64.84%-50.1pp | 31.27%-16.6pp |
| Employer contribution / active EE | $1,382 | $1,991-30.6% | $4,675-70.4% | $2,728-49.3% |
| Participant deferral / active EE | $3,958 | $2,824+40.1% | $5,631-29.7% | $4,651-14.9% |
| Admin fee / account holder | $247 | $437-43.5% | $15,885-98.4% | $433-43.0% |