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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3045875 | Recordkeeping | $42,248 |
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $26,107 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,800 | $47,135-7.1% | $149,717-70.7% | $74,440-41.2% |
| Participation rate | 71.3% | 63.4%+7.9pp | 78.8%-7.4pp | 70.7%+0.6pp |
| Annual return | 20.89% | 22.75%-1.9pp | 134.41%-113.5pp | 34.37%-13.5pp |
| Employer contribution / active EE | $1,280 | $1,906-32.8% | $4,820-73.4% | $2,638-51.5% |
| Participant deferral / active EE | $3,639 | $2,728+33.4% | $5,682-35.9% | $4,529-19.6% |
| Admin fee / account holder | $208 | $343-39.2% | $13,213-98.4% | $348-40.1% |