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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 | $19,620 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $13,392 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,090 | $47,163-51.0% | $149,696-84.6% | $74,460-69.0% |
| Participation rate | 39.3% | 63.4%-24.1pp | 78.8%-39.5pp | 70.7%-31.5pp |
| Annual return | 15.08% | 22.75%-7.7pp | 134.46%-119.4pp | 34.38%-19.3pp |
| Employer contribution / active EE | $653 | $1,907-65.7% | $4,821-86.4% | $2,638-75.2% |
| Participant deferral / active EE | $331 | $2,730-87.9% | $5,682-94.2% | $4,530-92.7% |
| Admin fee / account holder | $157 | $343-54.3% | $13,212-98.8% | $348-54.9% |