Filed August 23, 2024
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $32,360 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,908 | $104,482-17.8% | $159,455-46.1% | $79,393+8.2% |
| Participation rate | 87.0% | 76.6%+10.4pp | 82.8%+4.1pp | 70.7%+16.3pp |
| Annual return | 13.56% | 67.96%-54.4pp | 263.63%-250.1pp | 116.87%-103.3pp |
| Employer contribution / active EE | $8,251 | $3,416+141.5% | $4,830+70.8% | $2,428+239.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $76 | $711-89.4% | $10,800-99.3% | $627-87.9% |