Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Service code 15 · EIN 04-3422848 | Recordkeeping | $36,944 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $7,568 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $6,505 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,059 | $98,982+38.5% | $162,185-15.5% | $65,188+110.3% |
| Participation rate | 88.0% | 85.8%+2.2pp | 87.6%+0.4pp | 70.2%+17.8pp |
| Annual return | 28.90% | 24.84%+4.1pp | 115.61%-86.7pp | 29.38%-0.5pp |
| Employer contribution / active EE | $4,917 | $3,467+41.8% | $5,613-12.4% | $2,177+125.9% |
| Participant deferral / active EE | $8,320 | $5,384+54.5% | $7,297+14.0% | $3,514+136.8% |
| Admin fee / account holder | $231 | $596-61.3% | $10,844-97.9% | $847-72.8% |