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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $16,310 |
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 | $88,621 | $65,092+36.1% | $143,799-38.4% | $66,938+32.4% |
| Participation rate | 98.5% | 65.2%+33.3pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | -11.80% | -11.14%-0.7pp | -0.04%-11.8pp | 1.58%-13.4pp |
| Employer contribution / active EE | $2,062 | $2,362-12.7% | $4,952-58.4% | $2,545-19.0% |
| Participant deferral / active EE | $4,019 | $2,920+37.6% | $5,638-28.7% | $4,238-5.2% |
| Admin fee / account holder | $99 | $502-80.2% | $14,677-99.3% | $594-83.2% |