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 ADVISORS6+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $188,195 |
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 | $500,410 | $52,303+856.7% | $178,510+180.3% | $73,415+581.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 19.68% | 34.76%-15.1pp | 151.13%-131.4pp | 59.30%-39.6pp |
| Employer contribution / active EE | $25,835 | $1,737+1387.7% | $5,011+415.5% | $2,234+1056.5% |
| Participant deferral / active EE | $10,656 | $2,334+356.6% | $5,202+104.8% | $3,806+180.0% |
| Admin fee / account holder | $282 | $127+121.5% | $13,988-98.0% | $158+78.7% |