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 ADVISORS4+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $76,202 |
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 | $337,969 | $37,203+808.4% | $154,110+119.3% | $55,727+506.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -6.07% | 1320.03%-1326.1pp | 735.22%-741.3pp | 244.94%-251.0pp |
| Employer contribution / active EE | $25,292 | $1,614+1466.6% | $5,298+377.4% | $2,078+1117.0% |
| Participant deferral / active EE | $9,935 | $2,069+380.3% | $5,081+95.5% | $3,356+196.1% |
| Admin fee / account holder | $123 | $102+21.1% | $13,412-99.1% | $115+6.9% |