Filed April 7, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $5,023 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,037 | $45,343+363.2% | $150,298+39.7% | $67,986+208.9% |
| Participation rate | 97.3% | 51.9%+45.4pp | 77.8%+19.5pp | 57.2%+40.1pp |
| Annual return | 17.25% | 33.28%-16.0pp | 62.79%-45.5pp | 31.67%-14.4pp |
| Employer contribution / active EE | $9,528 | $1,462+551.8% | $4,154+129.4% | $2,019+372.0% |
| Participant deferral / active EE | $7,937 | $2,055+286.3% | $5,453+45.6% | $3,358+136.4% |
| Admin fee / account holder | $34 | $2,250-98.5% | $14,116-99.8% | $3,203-98.9% |