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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $31,468 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $12,191 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,510 | $65,322-65.5% | $70,476-68.1% | $73,493-69.4% |
| Participation rate | 98.1% | 77.0%+21.2pp | 75.1%+23.1pp | 70.7%+27.5pp |
| Annual return | 5.96% | 15.71%-9.8pp | 109.12%-103.2pp | 28.51%-22.6pp |
| Employer contribution / active EE | $1,639 | $2,460-33.4% | $2,738-40.1% | $2,270-27.8% |
| Participant deferral / active EE | $2,536 | $3,375-24.9% | $3,710-31.6% | $3,740-32.2% |
| Admin fee / account holder | $146 | $214-31.9% | $3,847-96.2% | $513-71.6% |