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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 | $36,002+48.8% | $161,489-66.8% | $64,728-17.2% |
| Participation rate | 47.1% | 57.4%-10.3pp | 78.7%-31.6pp | 57.9%-10.8pp |
| Annual return | 12.03% | 33.93%-21.9pp | 89.72%-77.7pp | 49.38%-37.4pp |
| Employer contribution / active EE | $1,501 | $1,380+8.8% | $4,268-64.8% | $2,243-33.1% |
| Participant deferral / active EE | $2,264 | $1,815+24.8% | $5,630-59.8% | $2,729-17.0% |
| Admin fee / account holder | $101 | $931-89.2% | $16,006-99.4% | $1,145-91.2% |