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 | $91,692-56.4% | $67,561-40.8% | $77,714-48.5% |
| Participation rate | 99.7% | 76.0%+23.7pp | 72.9%+26.8pp | 70.6%+29.1pp |
| Annual return | 7.75% | 14.88%-7.1pp | 3525.44%-3517.7pp | 31.26%-23.5pp |
| Employer contribution / active EE | $5,188 | $3,188+62.7% | $2,735+89.7% | $2,727+90.3% |
| Participant deferral / active EE | $3,710 | $3,912-5.2% | $4,003-7.3% | $4,649-20.2% |
| Admin fee / account holder | $263 | $245+7.5% | $4,006-93.4% | $433-39.3% |