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 ADVISORS3+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $182,496 |
SENTINEL PENSION ADVISORS3+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $14,220 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $353,277 | $46,182+665.0% | $170,435+107.3% | $69,634+407.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 19.39% | 21.40%-2.0pp | 205.94%-186.5pp | 27572.26%-27552.9pp |
| Employer contribution / active EE | $24,638 | $1,610+1430.2% | $5,432+353.5% | $2,032+1112.3% |
| Participant deferral / active EE | $9,593 | $2,081+361.0% | $4,939+94.2% | $3,224+197.6% |
| Admin fee / account holder | $331 | $116+185.2% | $13,881-97.6% | $110+199.6% |