Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL PENSION LLC Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $11,922 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $1,025 |
3 funds of $250K or more; 13 lines in all, holding $2.1M of the plan's $2.3M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $2.0M | 94.3% |
| American Funds U.S. Government Money Market Fund Capital Group · Money market Recordkeeper's own fund | $31K | 1.4% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $28K | 1.3% |
| Capital Bank and Trust Manager not matched · Collective trust | $18K | 0.8% |
| Capital Bank and Trust Capital Group · Collective trust Recordkeeper's own fund | $15K | 0.7% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $10K | 0.5% |
| Income Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $8K | 0.4% |
| American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $6K | 0.3% |
| Capital World Bond Fund Capital Group · Mutual fund Recordkeeper's own fund | $2K | <0.1% |
| The Bond Fund of America Manager not matched · Mutual fund | $879 | <0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.