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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $19,521 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,584 | $38,165+40.4% | $189,758-71.8% | $69,255-22.6% |
| Participation rate | 47.1% | 66.7%-19.6pp | 79.8%-32.7pp | 69.0%-21.9pp |
| Annual return | 12.03% | 14.65%-2.6pp | 52.62%-40.6pp | 26.73%-14.7pp |
| Employer contribution / active EE | $1,501 | $1,589-5.5% | $4,767-68.5% | $2,645-43.3% |
| Participant deferral / active EE | $2,264 | $2,073+9.2% | $5,856-61.3% | $2,890-21.7% |
| Admin fee / account holder | $101 | $714-85.9% | $20,388-99.5% | $733-86.3% |