Filed August 17, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,047 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVT INST OP CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $298 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,306 | $122,042+103.5% | $184,260+34.8% | $74,459+233.5% |
| Participation rate | 92.9% | 85.5%+7.4pp | 86.8%+6.0pp | 67.2%+25.6pp |
| Annual return | 16.33% | 19.91%-3.6pp | 28.84%-12.5pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $18,389 | $7,143+157.5% | $9,133+101.4% | $4,350+322.8% |
| Admin fee / account holder | $76 | $1,252-93.9% | $13,898-99.5% | $1,945-96.1% |