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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $4,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,535 | $29,369-26.7% | $77,513-72.2% | $73,412-70.7% |
| Participation rate | 10.6% | 37.9%-27.4pp | 54.2%-43.6pp | 72.2%-61.6pp |
| Annual return | 16.72% | 358.15%-341.4pp | 54.81%-38.1pp | 59.30%-42.6pp |
| Employer contribution / active EE | $173 | $406-57.4% | $987-82.5% | $2,234-92.3% |
| Participant deferral / active EE | $319 | $941-66.1% | $1,861-82.9% | $3,806-91.6% |
| Admin fee / account holder | $66 | $123-46.2% | $2,859-97.7% | $158-58.2% |