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 ADVISORS7+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $69,477 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,344 | $56,551+249.0% | $185,854+6.2% | $86,828+127.3% |
| Participation rate | 85.0% | 65.5%+19.5pp | 81.7%+3.3pp | 72.3%+12.7pp |
| Annual return | 17.20% | 118.23%-101.0pp | 122.12%-104.9pp | 97.95%-80.7pp |
| Employer contribution / active EE | $10,374 | $1,845+462.3% | $5,169+100.7% | $2,406+331.1% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $122 | $150-18.6% | $16,246-99.2% | $170-28.1% |