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 ADVISORS7+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $255,025 |
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 | $579,222 | $56,511+925.0% | $185,837+211.7% | $86,813+567.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 16.56% | 118.12%-101.6pp | 122.08%-105.5pp | 97.93%-81.4pp |
| Employer contribution / active EE | $26,196 | $1,844+1320.9% | $5,168+406.9% | $2,406+988.8% |
| Participant deferral / active EE | $10,898 | $2,554+326.6% | $5,568+95.7% | $4,131+163.8% |
| Admin fee / account holder | $374 | $150+149.9% | $16,241-97.7% | $170+120.5% |