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 ADVISORS2+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $167,454 |
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 | $290,496 | $36,926+686.7% | $156,551+85.6% | $57,661+403.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 7.54% | 12.38%-4.8pp | 32.23%-24.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $24,241 | $1,571+1443.2% | $5,501+340.6% | $1,974+1128.1% |
| Participant deferral / active EE | $9,162 | $1,926+375.8% | $4,871+88.1% | $3,061+199.3% |
| Admin fee / account holder | $290 | $83+251.3% | $13,028-97.8% | $95+206.6% |