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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $27,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,417 | $45,022-79.1% | $85,126-88.9% | $77,714-87.9% |
| Participation rate | 61.4% | 48.7%+12.7pp | 67.5%-6.1pp | 70.6%-9.2pp |
| Annual return | 13.33% | 79.38%-66.0pp | 66.63%-53.3pp | 31.26%-17.9pp |
| Employer contribution / active EE | $160 | $1,610-90.0% | $2,731-94.1% | $2,727-94.1% |
| Participant deferral / active EE | $1,007 | $2,811-64.2% | $4,523-77.7% | $4,649-78.3% |
| Admin fee / account holder | $64 | $913-93.0% | $6,160-99.0% | $433-85.3% |