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 ADVISORS9+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $239,042 |
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 | $576,105 | $47,163+1121.5% | $149,696+284.8% | $74,460+673.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 19.55% | 22.75%-3.2pp | 134.46%-114.9pp | 34.38%-14.8pp |
| Employer contribution / active EE | $28,377 | $1,907+1388.2% | $4,821+488.6% | $2,638+975.7% |
| Participant deferral / active EE | $12,342 | $2,730+352.0% | $5,682+117.2% | $4,530+172.5% |
| Admin fee / account holder | $325 | $343-5.3% | $13,212-97.5% | $348-6.6% |