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 ADVISORS8+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $264,347 |
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 | $480,733 | $46,339+937.4% | $143,801+234.3% | $64,829+641.5% |
| Participation rate | 100.0% | 64.3%+35.7pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.28% | -10.05%-5.2pp | -0.04%-15.2pp | 32.85%-48.1pp |
| Employer contribution / active EE | $26,595 | $1,911+1291.6% | $4,952+437.0% | $2,507+960.8% |
| Participant deferral / active EE | $11,197 | $2,648+322.8% | $5,639+98.6% | $4,312+159.7% |
| Admin fee / account holder | $367 | $154+138.6% | $14,680-97.5% | $188+95.5% |