Filed August 23, 2024
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $45,526 |
SENTINEL PENSION ADVISORS1+ years Service code 26 · EIN 82-3967259 | Advisory (Participants) | $23,548 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,655 | $106,110-19.3% | $147,005-41.7% | $77,671+10.3% |
| Participation rate | 73.8% | 78.4%-4.6pp | 82.2%-8.3pp | 70.6%+3.2pp |
| Annual return | 11.86% | 56.77%-44.9pp | 418.76%-406.9pp | 31.21%-19.3pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $9,153 | $7,992+14.5% | $8,070+13.4% | $4,648+96.9% |
| Admin fee / account holder | $163 | $338-51.8% | $13,006-98.7% | $430-62.1% |