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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $29,008 |
SENTINEL PENSION ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $12,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,513 | $54,213-67.7% | $93,696-81.3% | $77,736-77.5% |
| Participation rate | 58.2% | 64.0%-5.7pp | 68.7%-10.5pp | 70.6%-12.4pp |
| Annual return | 15.53% | 30.55%-15.0pp | 133.74%-118.2pp | 31.26%-15.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,066 | $3,145-2.5% | $4,417-30.6% | $4,651-34.1% |
| Admin fee / account holder | $163 | $575-71.6% | $8,287-98.0% | $433-62.4% |