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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $18,148 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $444,693 | $129,227+244.1% | $184,256+141.3% | $77,762+471.9% |
| Participation rate | 94.2% | 87.4%+6.8pp | 86.8%+7.4pp | 70.6%+23.6pp |
| Annual return | 277.22% | 33.24%+244.0pp | 28.85%+248.4pp | 31.27%+246.0pp |
| Employer contribution / active EE | $5,480 | $4,412+24.2% | $6,427-14.7% | $2,728+100.9% |
| Participant deferral / active EE | $11,349 | $7,307+55.3% | $9,133+24.3% | $4,651+144.0% |
| Admin fee / account holder | $35 | $256-86.4% | $13,899-99.7% | $433-91.9% |