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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $7,689 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,944 | $86,897+55.3% | $151,634-11.0% | $64,829+108.2% |
| Participation rate | 92.8% | 87.3%+5.5pp | 87.5%+5.3pp | 71.5%+21.3pp |
| Annual return | -16.30% | -3.57%-12.7pp | 3.32%-19.6pp | 32.85%-49.1pp |
| Employer contribution / active EE | $6,046 | $4,010+50.8% | $6,165-1.9% | $2,507+141.2% |
| Participant deferral / active EE | $11,121 | $6,690+66.2% | $8,363+33.0% | $4,312+157.9% |
| Admin fee / account holder | $28 | $153-81.8% | $11,614-99.8% | $188-85.2% |