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 | $106,264-19.4% | $147,117-41.8% | $77,762+10.2% |
| Participation rate | 73.8% | 78.4%-4.6pp | 82.2%-8.4pp | 70.6%+3.2pp |
| Annual return | 11.86% | 56.94%-45.1pp | 420.54%-408.7pp | 31.27%-19.4pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $9,153 | $8,003+14.4% | $8,065+13.5% | $4,651+96.8% |
| Admin fee / account holder | $163 | $334-51.3% | $12,993-98.7% | $433-62.4% |