Filed November 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,987 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION, LLC Service code 13 | Contract Administrator | $14,114 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $9,262 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION Service code 13 · EIN 46-0570503 | Contract Administrator | $7,989 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,021 | $91,710-56.4% | $67,560-40.8% | $77,762-48.5% |
| Participation rate | 99.7% | 76.0%+23.7pp | 72.9%+26.8pp | 70.6%+29.1pp |
| Annual return | 7.75% | 14.88%-7.1pp | 3533.50%-3525.7pp | 31.27%-23.5pp |
| Employer contribution / active EE | $5,188 | $3,187+62.8% | $2,737+89.6% | $2,728+90.2% |
| Participant deferral / active EE | $3,710 | $3,911-5.1% | $4,004-7.4% | $4,651-20.2% |
| Admin fee / account holder | $263 | $245+7.4% | $3,994-93.4% | $433-39.2% |