Filed March 24, 2017 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $68,135 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL PENSION ADVISOR Service code 16 · EIN 04-3422848 | Consulting | $46,135 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $10,221 |
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 | $81,392 | $66,486+22.4% | $81,3700% | $77,762+4.7% |
| Participation rate | 97.8% | 68.7%+29.1pp | 69.5%+28.2pp | 70.6%+27.2pp |
| Annual return | 12.86% | 15.95%-3.1pp | 24.85%-12.0pp | 31.27%-18.4pp |
| Employer contribution / active EE | $3,011 | $2,158+39.5% | $2,464+22.2% | $2,728+10.4% |
| Participant deferral / active EE | $5,858 | $3,677+59.3% | $3,885+50.8% | $4,651+26.0% |
| Admin fee / account holder | $261 | $586-55.4% | $5,749-95.5% | $433-39.6% |