Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $13,112 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,604 | $69,383-19.9% | $101,275-45.1% | $73,497-24.3% |
| Participation rate | 83.7% | 68.4%+15.3pp | 75.8%+7.9pp | 70.7%+13.0pp |
| Annual return | 18.95% | 18.46%+0.5pp | 46.48%-27.5pp | 28.51%-9.6pp |
| Employer contribution / active EE | $3,301 | $2,628+25.6% | $3,660-9.8% | $2,270+45.4% |
| Participant deferral / active EE | $7,124 | $3,301+115.8% | $4,371+63.0% | $3,740+90.5% |
| Admin fee / account holder | $116 | $704-83.6% | $5,948-98.1% | $513-77.4% |