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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3045875 | Recordkeeping | $37,501 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $25,266 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,107 | $46,332-26.4% | $143,799-76.3% | $64,819-47.4% |
| Participation rate | 78.1% | 64.2%+13.9pp | 80.3%-2.2pp | 71.5%+6.6pp |
| Annual return | -16.97% | -10.05%-6.9pp | -0.04%-16.9pp | 32.84%-49.8pp |
| Employer contribution / active EE | $1,175 | $1,911-38.5% | $4,952-76.3% | $2,507-53.1% |
| Participant deferral / active EE | $3,368 | $2,647+27.2% | $5,638-40.3% | $4,311-21.9% |
| Admin fee / account holder | $180 | $154+16.9% | $14,677-98.8% | $188-4.2% |