Filed August 23, 2024
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $36,106 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,109 | $95,274-34.8% | $135,903-54.3% | $74,419-16.5% |
| Participation rate | 97.1% | 78.2%+18.9pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 16.60% | 32.77%-16.2pp | 68.23%-51.6pp | 34.38%-17.8pp |
| Employer contribution / active EE | $10,484 | $3,874+170.6% | $4,856+115.9% | $2,637+297.5% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $67 | $266-74.9% | $10,762-99.4% | $348-80.8% |