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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 14467 RIMGATE CT · SAN DIEGO, CA 92129 | Advisory (Plan) | $7,333 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $6,401 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,358 | $180,576-67.1% | $147,080-59.6% | - |
| Participation rate | 97.0% | 77.3%+19.7pp | 82.2%+14.8pp | - |
| Annual return | 16.70% | 11.77%+4.9pp | 420.17%-403.5pp | - |
| Employer contribution / active EE | $4,550 | $3,313+37.3% | $4,933-7.8% | - |
| Participant deferral / active EE | $7,289 | $6,942+5.0% | $8,066-9.6% | - |
| Admin fee / account holder | $72 | $27,717-99.7% | $12,989-99.4% | - |