Filed October 25, 2018 (most recent of 2 filings on file)
Total covered: 75 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $153,871 |
SENTINEL PENSION ADVISORS1+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $12,789 |
Filed as: FIDELITY INVESTMENTS Service code 19 P.O. BOX 770001 · CINCINNATI, OH 45277 | Securities Custodian | $3,521 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,395 | $37,117+633.9% | $147,618+84.5% | $55,191+393.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 0.07% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $23,796 | $1,620+1368.5% | $5,564+327.6% | $1,899+1153.3% |
| Participant deferral / active EE | $9,281 | $1,985+367.4% | $4,895+89.6% | $3,046+204.6% |
| Admin fee / account holder | $316 | $86+269.7% | $11,612-97.3% | $91+248.5% |