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 ADVISORS10+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $283,456 |
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 | $643,625 | $50,860+1165.5% | $155,574+313.7% | $77,714+728.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 16.22% | 34.86%-18.6pp | 64.87%-48.6pp | 31.26%-15.0pp |
| Employer contribution / active EE | $30,427 | $1,991+1428.4% | $4,676+550.7% | $2,727+1015.8% |
| Participant deferral / active EE | $12,982 | $2,825+359.6% | $5,629+130.6% | $4,649+179.2% |
| Admin fee / account holder | $372 | $436-14.8% | $15,914-97.7% | $433-14.1% |