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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $15,822 |
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 | $68,027 | $77,677-12.4% | $109,188-37.7% | $79,389-14.3% |
| Participation rate | 82.7% | 67.8%+14.9pp | 75.9%+6.9pp | 70.7%+12.0pp |
| Annual return | 17.54% | 23.44%-5.9pp | 25.76%-8.2pp | 116.89%-99.4pp |
| Employer contribution / active EE | $3,511 | $2,798+25.5% | $3,723-5.7% | $2,428+44.6% |
| Participant deferral / active EE | $7,544 | $3,517+114.5% | $4,654+62.1% | $4,046+86.5% |
| Admin fee / account holder | $130 | $732-82.3% | $6,755-98.1% | $626-79.3% |