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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $29,226 |
SENTINEL PENSION ADVISORS1+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $14,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,108 | $50,919-50.7% | $155,556-83.9% | $77,762-67.7% |
| Participation rate | 54.1% | 63.1%-9.0pp | 78.2%-24.2pp | 70.6%-16.5pp |
| Annual return | 10.38% | 34.84%-24.5pp | 64.84%-54.5pp | 31.27%-20.9pp |
| Employer contribution / active EE | $526 | $1,991-73.6% | $4,675-88.8% | $2,728-80.7% |
| Participant deferral / active EE | $402 | $2,824-85.8% | $5,631-92.9% | $4,651-91.4% |
| Admin fee / account holder | $195 | $437-55.3% | $15,885-98.8% | $433-54.9% |