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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $12,664 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,911 | $56,540-22.3% | $185,851-76.4% | $86,821-49.4% |
| Participation rate | 49.4% | 65.5%-16.1pp | 81.7%-32.3pp | 72.3%-22.9pp |
| Annual return | 27.52% | 118.20%-90.7pp | 122.11%-94.6pp | 97.94%-70.4pp |
| Employer contribution / active EE | $1,305 | $1,844-29.2% | $5,168-74.7% | $2,406-45.7% |
| Participant deferral / active EE | $2,221 | $2,555-13.1% | $5,569-60.1% | $4,132-46.2% |
| Admin fee / account holder | $68 | $150-54.6% | $16,245-99.6% | $170-59.9% |