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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $18,754 |
SENTINEL PENSION ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $8,637 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,269 | $55,472-72.5% | $155,567-90.2% | $74,546-79.5% |
| Participation rate | 90.8% | 61.9%+28.9pp | 78.2%+12.6pp | 67.2%+23.6pp |
| Annual return | 16.51% | 268.72%-252.2pp | 64.74%-48.2pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $1,061 | $2,269-53.2% | $4,674-77.3% | $2,624-59.6% |
| Participant deferral / active EE | $2,869 | $2,838+1.1% | $5,628-49.0% | $4,347-34.0% |
| Admin fee / account holder | $134 | $1,743-92.3% | $15,916-99.2% | $1,944-93.1% |