Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $23,121 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $8,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,902 | $44,229-57.3% | $155,789-87.9% | $55,191-65.8% |
| Participation rate | 47.5% | 60.8%-13.4pp | 76.1%-28.6pp | 69.2%-21.7pp |
| Annual return | -0.43% | 0.37%-0.8pp | 71.54%-72.0pp | 10.78%-11.2pp |
| Employer contribution / active EE | $171 | $1,317-87.0% | $3,839-95.6% | $1,899-91.0% |
| Participant deferral / active EE | $1,041 | $2,851-63.5% | $4,798-78.3% | $3,046-65.8% |
| Admin fee / account holder | $33 | $86-61.7% | $7,477-99.6% | $91-63.7% |