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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $18,630 |
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 | $128,052 | $55,446+130.9% | $155,574-17.7% | $74,429+72.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 41.11% | 269.20%-228.1pp | 64.87%-23.8pp | 1368.38%-1327.3pp |
| Employer contribution / active EE | $2,819 | $2,266+24.4% | $4,676-39.7% | $2,625+7.4% |
| Participant deferral / active EE | $5,038 | $2,836+77.7% | $5,629-10.5% | $4,348+15.9% |
| Admin fee / account holder | $111 | $1,743-93.6% | $15,914-99.3% | $1,944-94.3% |