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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 25-1409618 | Recordkeeping | $7,634 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $6,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $272,440 | $82,163+231.6% | $125,381+117.3% | $64,819+320.3% |
| Participation rate | 4.0% | 77.9%-73.9pp | 82.4%-78.4pp | 71.5%-67.5pp |
| Annual return | -7.24% | 3.49%-10.7pp | 572.31%-579.5pp | 32.84%-40.1pp |
| Employer contribution / active EE | $3,302 | $3,616-8.7% | $4,815-31.4% | $2,507+31.7% |
| Participant deferral / active EE | $8,692 | $7,175+21.1% | $7,448+16.7% | $4,311+101.6% |
| Admin fee / account holder | $144 | $163-11.8% | $10,007-98.6% | $188-23.4% |