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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 | $42,909+24.9% | $152,093-64.8% | $71,012-24.5% |
| Participation rate | 47.1% | 54.7%-7.6pp | 77.8%-30.7pp | 58.6%-11.5pp |
| Annual return | 12.03% | 30.57%-18.5pp | 66.36%-54.3pp | 37.67%-25.6pp |
| Employer contribution / active EE | $1,501 | $1,369+9.7% | $4,175-64.0% | $2,348-36.1% |
| Participant deferral / active EE | $2,264 | $1,904+18.9% | $5,451-58.5% | $3,246-30.2% |
| Admin fee / account holder | $101 | $1,014-90.1% | $14,497-99.3% | $1,167-91.4% |