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 ADVISORS10+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $81,804 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,006 | $50,812+331.0% | $155,602+40.7% | $77,692+181.9% |
| Participation rate | 83.8% | 63.1%+20.7pp | 78.2%+5.6pp | 70.6%+13.2pp |
| Annual return | 16.47% | 34.85%-18.4pp | 64.81%-48.3pp | 31.25%-14.8pp |
| Employer contribution / active EE | $12,141 | $1,989+510.5% | $4,675+159.7% | $2,726+345.4% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,629-100.0% | $4,648-100.0% |
| Admin fee / account holder | $129 | $436-70.5% | $15,923-99.2% | $431-70.1% |