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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $15,330 |
Service code 15 · EIN 25-1409618 | Recordkeeping | $6,144 |
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 | $77,847 | $89,652-13.2% | $141,191-44.9% | $65,185+19.4% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.5%+11.0pp | 70.2%+23.3pp |
| Annual return | 22.99% | 32.79%-9.8pp | 71.41%-48.4pp | 29.38%-6.4pp |
| Employer contribution / active EE | $3,463 | $3,065+13.0% | $4,736-26.9% | $2,177+59.1% |
| Participant deferral / active EE | $8,230 | $5,691+44.6% | $6,710+22.6% | $3,514+134.2% |
| Admin fee / account holder | $95 | $569-83.3% | $10,264-99.1% | $847-88.8% |