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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $19,201 |
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 | $73,200 | $76,696-4.6% | $96,538-24.2% | $71,529+2.3% |
| Participation rate | 93.0% | 66.6%+26.4pp | 74.3%+18.7pp | 67.9%+25.1pp |
| Annual return | 20.62% | 48.32%-27.7pp | 35.74%-15.1pp | 28.97%-8.3pp |
| Employer contribution / active EE | $4,056 | $3,032+33.8% | $3,740+8.4% | $2,590+56.6% |
| Participant deferral / active EE | $8,972 | $3,770+138.0% | $4,880+83.8% | $4,291+109.1% |
| Admin fee / account holder | $133 | $2,030-93.4% | $6,737-98.0% | $1,588-91.6% |