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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $6,947 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,879 | $26,906-11.3% | $61,399-61.1% | $77,906-69.3% |
| Participation rate | 8.1% | 33.4%-25.3pp | 52.6%-44.4pp | 73.7%-65.6pp |
| Annual return | 5.00% | -14.46%+19.5pp | 338.81%-333.8pp | 12.16%-7.2pp |
| Employer contribution / active EE | $157 | $521-69.9% | $1,159-86.5% | $2,846-94.5% |
| Participant deferral / active EE | $294 | $1,180-75.1% | $2,124-86.2% | $4,805-93.9% |
| Admin fee / account holder | $63 | $117-46.5% | $2,131-97.1% | $133-52.8% |