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 ADVISORS9+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $66,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,192 | $47,163+303.3% | $149,696+27.1% | $74,460+155.4% |
| Participation rate | 84.7% | 63.4%+21.3pp | 78.8%+5.9pp | 70.7%+14.0pp |
| Annual return | 19.50% | 22.75%-3.3pp | 134.46%-115.0pp | 34.38%-14.9pp |
| Employer contribution / active EE | $12,081 | $1,907+533.6% | $4,821+150.6% | $2,638+357.9% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $107 | $343-68.7% | $13,212-99.2% | $348-69.1% |