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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $15,956 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $510 |
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 | $49,141 | $50,902-3.5% | $155,534-68.4% | $77,736-36.8% |
| Participation rate | 52.5% | 63.1%-10.5pp | 78.2%-25.7pp | 70.6%-18.0pp |
| Annual return | 16.67% | 34.85%-18.2pp | 64.92%-48.2pp | 31.26%-14.6pp |
| Employer contribution / active EE | $1,605 | $1,991-19.4% | $4,675-65.7% | $2,728-41.2% |
| Participant deferral / active EE | $2,375 | $2,824-15.9% | $5,630-57.8% | $4,651-48.9% |
| Admin fee / account holder | $84 | $437-80.8% | $15,900-99.5% | $433-80.7% |