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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 | $64,138-7.3% | $112,244-47.0% | $66,923-11.2% |
| Participation rate | 83.7% | 68.5%+15.2pp | 75.1%+8.6pp | 69.8%+13.9pp |
| Annual return | -15.73% | -13.81%-1.9pp | 27.46%-43.2pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,605 | $3,006+19.9% | $3,635-0.8% | $2,545+41.7% |
| Participant deferral / active EE | $7,526 | $3,694+103.7% | $4,728+59.2% | $4,237+77.6% |
| Admin fee / account holder | $138 | $625-77.9% | $6,411-97.8% | $593-76.7% |