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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 | $27,422 |
SENTINEL PENSION ADVISORS5 years Service code 16 · EIN 04-3422848 | Consulting | $20,063 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,242 | $55,470-29.3% | $155,556-74.8% | $74,478-47.3% |
| Participation rate | 70.2% | 61.9%+8.3pp | 78.2%-8.0pp | 67.2%+3.0pp |
| Annual return | 13.13% | 269.80%-256.7pp | 64.84%-51.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $953 | $2,267-58.0% | $4,675-79.6% | $2,626-63.7% |
| Participant deferral / active EE | $3,475 | $2,838+22.4% | $5,631-38.3% | $4,350-20.1% |
| Admin fee / account holder | $233 | $1,744-86.7% | $15,885-98.5% | $1,946-88.0% |