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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3045875 | Recordkeeping | $28,880 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $26,092 |
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 | $25,147 | $46,173-45.5% | $170,435-85.2% | $69,631-63.9% |
| Participation rate | 84.3% | 63.9%+20.4pp | 83.6%+0.7pp | 70.7%+13.6pp |
| Annual return | 14.57% | 21.62%-7.0pp | 205.94%-191.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $429 | $1,610-73.3% | $5,432-92.1% | $2,032-78.9% |
| Participant deferral / active EE | $2,525 | $2,080+21.4% | $4,939-48.9% | $3,224-21.7% |
| Admin fee / account holder | $157 | $116+35.4% | $13,881-98.9% | $110+42.2% |