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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $34,922 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $117 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION, LLC Service code 15 · EIN 46-0570503 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,736 | $48,576-57.3% | $169,452-87.8% | $56,287-63.2% |
| Participation rate | 83.5% | 65.8%+17.7pp | 77.8%+5.7pp | 69.9%+13.6pp |
| Annual return | -0.13% | -2.51%+2.4pp | 1.83%-2.0pp | -9.96%+9.8pp |
| Employer contribution / active EE | $1,710 | $1,559+9.7% | $4,157-58.9% | $2,111-19.0% |
| Participant deferral / active EE | $3,526 | $3,275+7.7% | $5,277-33.2% | $3,350+5.3% |
| Admin fee / account holder | $174 | $435-59.9% | $9,110-98.1% | $521-66.5% |