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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $16,510 |
Filed as: WEALTH ENHANCEMENT ADVISOR SERVICES Service code 27 724 LONG ISLAND AVE · DEER PARK, NY 11729 | Advisory (Plan) | $14,907 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,575 | $50,127-15.1% | $149,673-71.6% | $80,160-46.9% |
| Participation rate | 8.2% | 64.3%-56.1pp | 78.8%-70.6pp | 72.9%-64.7pp |
| Annual return | 13.13% | 29.82%-16.7pp | 134.42%-121.3pp | 40.38%-27.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $231 | $3,194-92.8% | $5,680-95.9% | $5,017-95.4% |
| Admin fee / account holder | $227 | $153+48.9% | $13,210-98.3% | $145+56.8% |