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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $25,053 |
Filed as: PERIGON WEALTH MANAGEMENT Service code 27 1675 BROADWAY, 20TH FLOOR · NEW YORK, NY 10019 | Advisory (Plan) | $15,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,053 | $50,902-70.4% | $155,534-90.3% | $77,736-80.6% |
| Participation rate | 21.6% | 63.1%-41.5pp | 78.2%-56.6pp | 70.6%-49.0pp |
| Annual return | 11.27% | 34.85%-23.6pp | 64.92%-53.6pp | 31.26%-20.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $383 | $2,824-86.4% | $5,630-93.2% | $4,651-91.8% |
| Admin fee / account holder | $196 | $437-55.1% | $15,900-98.8% | $433-54.7% |