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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $21,496 |
Filed as: WEALTH ENHANCEMENT ADVISOR SERVICES Service code 27 724 LONG ISLAND AVE · DEER PARK, NY 11729 | Advisory (Plan) | $16,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,538 | $53,204-18.2% | $155,556-72.0% | $200,096-78.2% |
| Participation rate | 7.8% | 64.1%-56.3pp | 78.2%-70.4pp | 72.0%-64.2pp |
| Annual return | 10.29% | 41.02%-30.7pp | 64.84%-54.5pp | 34.26%-24.0pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $184 | $3,163-94.2% | $5,631-96.7% | $5,090-96.4% |
| Admin fee / account holder | $274 | $186+47.3% | $15,885-98.3% | $269+1.6% |