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 |
|---|---|---|
PIVOTAL FINANCIAL SERVICES1+ years Filed as: PIVOTAL PLANNING GROUP, LLC Service code 26 · EIN 11-3575716 | Advisory (Participants) | $35,454 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 60 · EIN 20-5916766 | Sub-TA Fees | $15,209 |
Annual investment return 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 | $43,703 | $68,408-36.1% | $57,196-23.6% | $57,658-24.2% |
| Participation rate | 70.7% | 79.1%-8.4pp | 75.3%-4.6pp | 70.2%+0.5pp |
| Annual return | 0.48% | 8.51%-8.0pp | 14.59%-14.1pp | 5.13%-4.6pp |
| Employer contribution / active EE | $2,029 | $2,869-29.3% | $2,683-24.4% | $1,974+2.8% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $165 | $70+136.9% | $3,141-94.7% | $95+74.6% |