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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $15,345 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,964 | $61,391-80.5% | $149,723-92.0% | $71,529-83.3% |
| Participation rate | 93.9% | 62.5%+31.4pp | 78.8%+15.2pp | 67.9%+26.0pp |
| Annual return | 18.57% | 35.88%-17.3pp | 134.50%-115.9pp | 28.97%-10.4pp |
| Employer contribution / active EE | $1,015 | $2,384-57.4% | $4,821-78.9% | $2,590-60.8% |
| Participant deferral / active EE | $2,709 | $2,921-7.2% | $5,682-52.3% | $4,291-36.9% |
| Admin fee / account holder | $109 | $1,264-91.4% | $13,215-99.2% | $1,588-93.1% |