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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 25-1409618 | Recordkeeping | $7,682 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $0 |
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 | $90,393 | $99,957-9.6% | $149,730-39.6% | $73,493+23.0% |
| Participation rate | 90.7% | 75.7%+15.0pp | 82.5%+8.2pp | 70.7%+20.0pp |
| Annual return | 16.89% | 53.87%-37.0pp | 276.70%-259.8pp | 28.51%-11.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,230 | $6,073+35.5% | $6,843+20.3% | $3,740+120.1% |
| Admin fee / account holder | $55 | $551-90.1% | $9,310-99.4% | $513-89.3% |