Filed August 23, 2024
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $38,245 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,919 | $82,163-24.6% | $125,381-50.6% | $64,819-4.5% |
| Participation rate | 96.2% | 77.9%+18.3pp | 82.4%+13.8pp | 71.5%+24.7pp |
| Annual return | -14.42% | 3.49%-17.9pp | 572.31%-586.7pp | 32.84%-47.3pp |
| Employer contribution / active EE | $8,971 | $3,616+148.1% | $4,815+86.3% | $2,507+257.9% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $77 | $163-53.0% | $10,007-99.2% | $188-59.2% |