Filed March 11, 2024
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3+ years Service code 15 · EIN 04-3422848 | Recordkeeping | $40,122 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $29,232 |
NATIONAL FINANCIAL SERVICES3+ years Service code 15 · EIN 04-3523567 | Recordkeeping | $7,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,647 | $80,781+32.0% | $102,437+4.1% | $74,478+43.2% |
| Participation rate | 90.9% | 65.7%+25.2pp | 74.5%+16.4pp | 67.2%+23.7pp |
| Annual return | 15.10% | 27.58%-12.5pp | 24.95%-9.9pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $1,722 | $3,160-45.5% | $3,871-55.5% | $2,626-34.4% |
| Participant deferral / active EE | $7,439 | $3,862+92.6% | $5,060+47.0% | $4,350+71.0% |
| Admin fee / account holder | $473 | $2,372-80.1% | $8,388-94.4% | $1,946-75.7% |