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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $20,625 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $15,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,514 | $57,921-76.7% | $84,753-84.1% | $57,658-76.6% |
| Participation rate | 51.3% | 72.9%-21.6pp | 76.6%-25.3pp | 70.2%-18.9pp |
| Annual return | 7.07% | 10.24%-3.2pp | 22.78%-15.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $867 | $2,598-66.6% | $3,574-75.7% | $1,974-56.1% |
| Participant deferral / active EE | $1,304 | $2,742-52.5% | $3,712-64.9% | $3,061-57.4% |
| Admin fee / account holder | $104 | $130-20.2% | $5,333-98.1% | $95+9.5% |