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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP INC Service code 15 · EIN 04-3015875 | Recordkeeping | $20,302 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,473 | $77,634-17.0% | $156,549-58.8% | $62,891+2.5% |
| Participation rate | 89.8% | 71.2%+18.6pp | 84.0%+5.8pp | 69.3%+20.5pp |
| Annual return | 1.89% | 50.32%-48.4pp | 32.23%-30.3pp | 20.14%-18.3pp |
| Employer contribution / active EE | $5,599 | $3,444+62.6% | $5,501+1.8% | $2,281+145.5% |
| Participant deferral / active EE | $12,706 | $3,045+317.2% | $4,871+160.8% | $3,203+296.7% |
| Admin fee / account holder | $221 | $5,561-96.0% | $13,027-98.3% | $4,296-94.9% |