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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 | $14,995 |
SENTINEL PENSION ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $7,304 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,512 | $65,125-85.4% | $143,797-93.4% | $66,949-85.8% |
| Participation rate | 92.6% | 65.2%+27.4pp | 80.3%+12.3pp | 69.8%+22.8pp |
| Annual return | -18.78% | -11.13%-7.6pp | -0.04%-18.7pp | 1.57%-20.3pp |
| Employer contribution / active EE | $924 | $2,362-60.9% | $4,952-81.3% | $2,545-63.7% |
| Participant deferral / active EE | $2,322 | $2,920-20.5% | $5,638-58.8% | $4,239-45.2% |
| Admin fee / account holder | $113 | $503-77.6% | $14,679-99.2% | $594-81.0% |