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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,892 |
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 | $59,438 | $64,176-7.4% | $112,263-47.1% | $66,949-11.2% |
| Participation rate | 83.7% | 68.4%+15.2pp | 75.1%+8.6pp | 69.8%+13.9pp |
| Annual return | -15.73% | -13.80%-1.9pp | 27.49%-43.2pp | 1.57%-17.3pp |
| Employer contribution / active EE | $3,605 | $3,007+19.9% | $3,636-0.9% | $2,545+41.6% |
| Participant deferral / active EE | $7,526 | $3,694+103.7% | $4,729+59.1% | $4,239+77.5% |
| Admin fee / account holder | $138 | $626-77.9% | $6,410-97.8% | $594-76.7% |