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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $22,518 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $18,332 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,051 | $75,388-46.9% | $123,549-67.6% | $55,725-28.1% |
| Participation rate | 89.9% | 75.7%+14.2pp | 82.3%+7.6pp | 70.9%+19.0pp |
| Annual return | -4.87% | 4.48%-9.4pp | 119.20%-124.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,389 | $3,063-54.7% | $4,628-70.0% | $2,078-33.2% |
| Participant deferral / active EE | $9,861 | $5,651+74.5% | $6,426+53.5% | $3,356+193.9% |
| Admin fee / account holder | $134 | $120+12.0% | $9,284-98.6% | $115+16.4% |