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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $15,015 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $469 |
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 | $40,337 | $46,332-12.9% | $143,797-71.9% | $64,824-37.8% |
| Participation rate | 49.0% | 64.2%-15.2pp | 80.3%-31.3pp | 71.5%-22.5pp |
| Annual return | -12.41% | -10.05%-2.4pp | -0.04%-12.4pp | 32.84%-45.3pp |
| Employer contribution / active EE | $1,381 | $1,911-27.7% | $4,952-72.1% | $2,507-44.9% |
| Participant deferral / active EE | $2,325 | $2,647-12.2% | $5,638-58.8% | $4,311-46.1% |
| Admin fee / account holder | $85 | $154-44.9% | $14,679-99.4% | $188-54.9% |