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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3045875 | Recordkeeping | $26,855 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $22,967 |
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 | $26,858 | $36,916-27.2% | $156,551-82.8% | $57,658-53.4% |
| Participation rate | 69.4% | 63.4%+5.9pp | 84.0%-14.7pp | 70.2%-0.9pp |
| Annual return | 6.92% | 12.38%-5.5pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $785 | $1,571-50.0% | $5,501-85.7% | $1,974-60.2% |
| Participant deferral / active EE | $2,291 | $1,926+19.0% | $4,871-53.0% | $3,061-25.1% |
| Admin fee / account holder | $176 | $82+113.4% | $13,028-98.6% | $95+86.2% |