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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 | $18,993 |
SENTINEL PENSION ADVISORS3 years Service code 16 · EIN 04-3422848 | Consulting | $18,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,695 | $65,092-49.8% | $143,799-77.3% | $66,938-51.2% |
| Participation rate | 65.1% | 65.2%-0.1pp | 80.3%-15.2pp | 69.8%-4.7pp |
| Annual return | -16.81% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $824 | $2,362-65.1% | $4,952-83.4% | $2,545-67.6% |
| Participant deferral / active EE | $2,928 | $2,920+0.3% | $5,638-48.1% | $4,238-30.9% |
| Admin fee / account holder | $208 | $502-58.6% | $14,677-98.6% | $594-64.9% |