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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $14,064 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $6,365 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,863 | $56,540-73.7% | $185,849-92.0% | $86,821-82.9% |
| Participation rate | 55.6% | 65.5%-10.0pp | 81.7%-26.2pp | 72.3%-16.7pp |
| Annual return | 16.57% | 118.20%-101.6pp | 122.10%-105.5pp | 97.94%-81.4pp |
| Employer contribution / active EE | $499 | $1,844-72.9% | $5,169-90.3% | $2,406-79.3% |
| Participant deferral / active EE | $376 | $2,555-85.3% | $5,569-93.3% | $4,132-90.9% |
| Admin fee / account holder | $64 | $150-57.4% | $16,244-99.6% | $170-62.4% |