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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,647 | $80,724+32.1% | $103,333+3.2% | $74,495+43.2% |
| Participation rate | 90.9% | 65.7%+25.2pp | 74.5%+16.4pp | 67.2%+23.7pp |
| Annual return | 15.10% | 27.56%-12.5pp | 24.88%-9.8pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,722 | $3,157-45.4% | $3,868-55.5% | $2,623-34.3% |
| Participant deferral / active EE | $7,439 | $3,860+92.7% | $5,057+47.1% | $4,346+71.2% |
| Admin fee / account holder | $473 | $2,368-80.0% | $8,355-94.3% | $1,942-75.7% |