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 ADVISORS8+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $73,136 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,045 | $46,292+243.6% | $143,757+10.6% | $64,808+145.4% |
| Participation rate | 84.1% | 64.2%+19.9pp | 80.3%+3.8pp | 71.5%+12.6pp |
| Annual return | -17.56% | -10.05%-7.5pp | -0.04%-17.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $10,690 | $1,910+459.8% | $4,951+115.9% | $2,506+326.6% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $122 | $154-20.6% | $14,673-99.2% | $188-35.0% |