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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $10,769 |
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 | $82,178 | $52,961+55.2% | $172,752-52.4% | $65,185+26.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 25.31% | 30.12%-4.8pp | 802.97%-777.7pp | 29.38%-4.1pp |
| Employer contribution / active EE | $4,613 | $2,190+110.6% | $5,144-10.3% | $2,177+111.9% |
| Participant deferral / active EE | $3,662 | $2,471+48.2% | $5,198-29.5% | $3,514+4.2% |
| Admin fee / account holder | $84 | $472-82.2% | $13,955-99.4% | $847-90.1% |