Filed December 18, 2015
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Service code 16 · EIN 04-3422848 | Consulting | $22,708 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFIS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $18,373 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,806 | $88,083-13.9% | $164,813-54.0% | $74,495+1.8% |
| Participation rate | 93.0% | 73.0%+19.9pp | 78.6%+14.4pp | 67.2%+25.8pp |
| Annual return | 13.25% | 17.26%-4.0pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,573 | $2,593-39.3% | $4,341-63.8% | $2,623-40.0% |
| Participant deferral / active EE | $4,966 | $4,498+10.4% | $6,031-17.7% | $4,346+14.3% |
| Admin fee / account holder | $379 | $2,234-83.0% | $12,690-97.0% | $1,942-80.5% |