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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $16,950 |
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 | $171,369 | $55,446+209.1% | $155,574+10.2% | $74,429+130.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.89% | 269.20%-257.3pp | 64.87%-53.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $9,029 | $2,266+298.4% | $4,676+93.1% | $2,625+244.0% |
| Participant deferral / active EE | $6,792 | $2,836+139.5% | $5,629+20.7% | $4,348+56.2% |
| Admin fee / account holder | $67 | $1,743-96.2% | $15,914-99.6% | $1,944-96.6% |