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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $13,773 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,498 | $47,977+49.0% | $154,108-53.6% | $56,289+27.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 3.57% | 3.54%0pp | 735.21%-731.6pp | -9.96%+13.5pp |
| Employer contribution / active EE | $1,965 | $2,169-9.4% | $5,298-62.9% | $2,111-6.9% |
| Participant deferral / active EE | $3,694 | $2,392+54.4% | $5,081-27.3% | $3,350+10.3% |
| Admin fee / account holder | $115 | $438-73.8% | $13,411-99.1% | $521-78.0% |