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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3045875 | Recordkeeping | $33,001 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $25,779 |
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 | $31,158 | $62,928-50.5% | $172,752-82.0% | $67,579-53.9% |
| Participation rate | 80.9% | 64.5%+16.4pp | 82.6%-1.8pp | 71.3%+9.6pp |
| Annual return | 19.21% | 30.36%-11.1pp | 802.97%-783.8pp | 378.56%-359.3pp |
| Employer contribution / active EE | $1,044 | $1,636-36.2% | $5,144-79.7% | $2,148-51.4% |
| Participant deferral / active EE | $2,658 | $2,145+23.9% | $5,198-48.9% | $3,539-24.9% |
| Admin fee / account holder | $195 | $167+17.2% | $13,955-98.6% | $142+37.2% |