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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 | $36,904+45.2% | $158,223-66.1% | $65,191-17.8% |
| Participation rate | 47.1% | 62.1%-15.0pp | 79.2%-32.1pp | 63.0%-15.9pp |
| Annual return | 12.03% | 24.43%-12.4pp | 52.09%-40.1pp | 51.24%-39.2pp |
| Employer contribution / active EE | $1,501 | $1,489+0.8% | $4,109-63.5% | $2,400-37.5% |
| Participant deferral / active EE | $2,264 | $1,936+17.0% | $5,467-58.6% | $2,671-15.2% |
| Admin fee / account holder | $101 | $793-87.3% | $16,047-99.4% | $907-88.9% |