Filed October 25, 2018 (most recent of 2 filings on file)
Total covered: 75 employees
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $67,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,308 | $62,928+124.6% | $172,739-18.2% | $67,579+109.1% |
| Participation rate | 84.5% | 64.5%+20.1pp | 82.6%+1.9pp | 71.3%+13.2pp |
| Annual return | 24.09% | 30.36%-6.3pp | 802.84%-778.8pp | 378.56%-354.5pp |
| Employer contribution / active EE | $9,965 | $1,636+509.1% | $5,143+93.8% | $2,148+364.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $125 | $167-24.8% | $13,954-99.1% | $142-11.9% |