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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3045875 | Recordkeeping | $26,452 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $21,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,927 | $37,117-35.5% | $147,617-83.8% | $55,191-56.6% |
| Participation rate | 69.4% | 63.6%+5.7pp | 84.6%-15.3pp | 69.2%+0.2pp |
| Annual return | -0.31% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $775 | $1,620-52.2% | $5,564-86.1% | $1,899-59.2% |
| Participant deferral / active EE | $2,298 | $1,985+15.7% | $4,895-53.1% | $3,046-24.6% |
| Admin fee / account holder | $176 | $86+106.2% | $11,612-98.5% | $91+94.4% |