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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $13,877 |
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 | $99,384 | $58,888+68.8% | $178,499-44.3% | $73,493+35.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.94% | 24.86%-6.9pp | 151.10%-133.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $3,508 | $2,236+56.9% | $5,011-30.0% | $2,270+54.5% |
| Participant deferral / active EE | $4,000 | $2,568+55.8% | $5,202-23.1% | $3,740+6.9% |
| Admin fee / account holder | $108 | $400-73.1% | $13,986-99.2% | $513-79.0% |