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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 | $46,464+15.3% | $150,298-64.3% | $79,634-32.7% |
| Participation rate | 47.1% | 57.0%-9.9pp | 77.8%-30.7pp | 62.5%-15.4pp |
| Annual return | 12.03% | 27.89%-15.9pp | 62.79%-50.8pp | 36.46%-24.4pp |
| Employer contribution / active EE | $1,501 | $1,512-0.7% | $4,154-63.9% | $2,529-40.7% |
| Participant deferral / active EE | $2,264 | $2,157+5.0% | $5,453-58.5% | $3,835-41.0% |
| Admin fee / account holder | $101 | $891-88.7% | $14,116-99.3% | $1,002-90.0% |