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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3045875 | Recordkeeping | $33,102 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $21,168 |
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 | $36,986 | $52,293-29.3% | $178,499-79.3% | $73,412-49.6% |
| Participation rate | 85.6% | 65.3%+20.3pp | 81.9%+3.7pp | 72.2%+13.4pp |
| Annual return | 15.49% | 34.75%-19.3pp | 151.10%-135.6pp | 59.30%-43.8pp |
| Employer contribution / active EE | $1,076 | $1,735-38.0% | $5,011-78.5% | $2,234-51.8% |
| Participant deferral / active EE | $2,948 | $2,332+26.4% | $5,202-43.3% | $3,806-22.5% |
| Admin fee / account holder | $177 | $127+38.8% | $13,986-98.7% | $158+12.0% |