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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $8,035 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,049 | $39,948+12.8% | $89,391-49.6% | $73,409-38.6% |
| Participation rate | 4.0% | 50.4%-46.4pp | 68.0%-64.0pp | 72.2%-68.2pp |
| Annual return | 10.86% | 50.12%-39.3pp | 245.62%-234.8pp | 59.29%-48.4pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $107 | $2,193-95.1% | $3,890-97.3% | $3,805-97.2% |
| Admin fee / account holder | $308 | $134+129.6% | $4,881-93.7% | $158+95.2% |