Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $47,922 |
MILLENNIUM INVESTMENT & RETIREMENT10+ years Filed as: MILLENNIUM INVESTMENT ADVISORS Service code 27 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,416 | $65,960-73.6% | $81,844-78.7% | $77,736-77.6% |
| Participation rate | 44.3% | 65.8%-21.5pp | 72.4%-28.1pp | 70.6%-26.3pp |
| Annual return | 12.17% | 26.64%-14.5pp | 778.87%-766.7pp | 31.26%-19.1pp |
| Employer contribution / active EE | $416 | $2,375-82.5% | $2,916-85.7% | $2,728-84.8% |
| Participant deferral / active EE | $1,185 | $3,505-66.2% | $4,323-72.6% | $4,651-74.5% |
| Admin fee / account holder | $409 | $526-22.3% | $7,355-94.4% | $433-5.6% |