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 |
|---|---|---|
Filed as: WEALTH ENHANCEMENT ADVISOR SERVICES Service code 27 724 LONG ISLAND AVE · DEER PARK, NY 11729 | Advisory (Plan) | $17,595 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $15,766 |
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 | $46,361 | $56,511-18.0% | $185,837-75.1% | $86,813-46.6% |
| Participation rate | 13.9% | 65.5%-51.6pp | 81.7%-67.8pp | 72.3%-58.4pp |
| Annual return | 11.36% | 118.12%-106.8pp | 122.08%-110.7pp | 97.93%-86.6pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $313 | $2,554-87.8% | $5,568-94.4% | $4,131-92.4% |
| Admin fee / account holder | $222 | $150+48.7% | $16,241-98.6% | $170+31.2% |