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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HANLON FINANCIAL Service code 26 3393 BARGAINTOWN ROAD STE 200 · EGG HARBOR TWP NJ, NJ 08234 | Advisory (Participants) | $17,420 |
Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 100 QUANNAPOWITT PKWY STE 300 · WAKEFIELD, AL 01880 | Recordkeeping | $2,567 |
Service code 37 · EIN 04-2647786 ONE DESTINY WAY WA2L · WESTLAKE, TX 76262 | Loan Processing | $6 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,162 | $85,766-75.3% | $136,298-84.5% | $70,126-69.8% |
| Participation rate | 81.5% | 74.2%+7.3pp | 81.9%-0.4pp | 69.5%+11.9pp |
| Annual return | 3.40% | 31.46%-28.1pp | 5156.27%-5152.9pp | 73.15%-69.7pp |
| Employer contribution / active EE | $2,454 | $2,966-17.3% | $4,696-47.7% | $2,343+4.8% |
| Participant deferral / active EE | $768 | $5,051-84.8% | $6,247-87.7% | $3,332-76.9% |
| Admin fee / account holder | $160 | $5,421-97.1% | $9,244-98.3% | $4,645-96.6% |