Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATHEROS FINANCIAL SOUTIONS Service code 27 · EIN 84-2942542 | Advisory (Plan) | $27,523 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $5,790 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,858 | $102,661-56.3% | $151,628-70.4% | $66,930-33.0% |
| Participation rate | 97.1% | 85.5%+11.6pp | 87.5%+9.6pp | 69.8%+27.3pp |
| Annual return | 0.07% | -10.81%+10.9pp | 3.34%-3.3pp | 1.57%-1.5pp |
| Employer contribution / active EE | $7,564 | $4,184+80.8% | $6,165+22.7% | $2,545+197.2% |
| Participant deferral / active EE | $14,791 | $6,645+122.6% | $8,363+76.9% | $4,238+249.0% |
| Admin fee / account holder | $164 | $630-74.0% | $11,613-98.6% | $593-72.4% |