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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ENHANCEMENT ADVISOR SERVICES Service code 27 724 LONG ISLAND AVE · DEER PARK, NY 11729 | Advisory (Plan) | $16,797 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $15,797 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,672 | $46,332-18.7% | $143,799-73.8% | $64,819-41.9% |
| Participation rate | 10.4% | 64.2%-53.9pp | 80.3%-69.9pp | 71.5%-61.1pp |
| Annual return | -11.66% | -10.05%-1.6pp | -0.04%-11.6pp | 32.84%-44.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $276 | $2,647-89.6% | $5,638-95.1% | $4,311-93.6% |
| Admin fee / account holder | $234 | $154+52.3% | $14,677-98.4% | $188+24.8% |