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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 | $22,599 |
SENTINEL PENSION ADVISORS4 years Service code 16 · EIN 04-3422848 | Consulting | $17,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,034 | $61,338-38.0% | $149,717-74.6% | $71,495-46.8% |
| Participation rate | 68.1% | 62.5%+5.6pp | 78.8%-10.6pp | 67.9%+0.2pp |
| Annual return | 24.13% | 35.86%-11.7pp | 134.41%-110.3pp | 28.85%-4.7pp |
| Employer contribution / active EE | $958 | $2,381-59.8% | $4,820-80.1% | $2,589-63.0% |
| Participant deferral / active EE | $3,259 | $2,919+11.6% | $5,682-42.6% | $4,291-24.0% |
| Admin fee / account holder | $218 | $1,263-82.7% | $13,213-98.3% | $1,588-86.2% |