Filed July 13, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,478 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $60,108 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION Service code 13 · EIN 46-0570503 | Contract Administrator | $11,612 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION, LLC Service code 13 | Contract Administrator | $7,009 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,280 | $96,018-48.7% | $65,493-24.8% | $85,563-42.4% |
| Participation rate | 98.9% | 74.8%+24.0pp | 73.1%+25.8pp | 66.0%+32.9pp |
| Annual return | 12.14% | 14.51%-2.4pp | 982.45%-970.3pp | 31.51%-19.4pp |
| Employer contribution / active EE | $5,269 | $3,235+62.9% | $2,574+104.7% | $2,654+98.6% |
| Participant deferral / active EE | $3,902 | $4,055-3.8% | $3,961-1.5% | $4,375-10.8% |
| Admin fee / account holder | $222 | $271-18.0% | $5,028-95.6% | $834-73.4% |