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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTONEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $5,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,661 | $104,479-50.6% | $159,474-67.6% | $79,391-34.9% |
| Participation rate | 57.6% | 76.6%-19.0pp | 82.8%-25.2pp | 70.7%-13.1pp |
| Annual return | 35.94% | 67.98%-32.0pp | 263.68%-227.7pp | 116.88%-80.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,983 | $6,468-23.0% | $7,353-32.2% | $4,046+23.2% |
| Admin fee / account holder | $166 | $711-76.7% | $10,802-98.5% | $627-73.5% |