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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $82,759 |
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL PENSION & PAYROLL Service code 15 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Recordkeeping | $61,560 |
CETERA ADVISOR NETWORKS LLC7+ years Filed as: CETERA ADVISORS Service code 22 4600 SYRACUSE ST. SUITE 600 · DENVER, CO 80237 | Insurance Broker | $53,426 |
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL PENSION AND PAYROLL Service code 15 | Recordkeeping | $12,716 |
Filed as: CETERA ADVISORS, LLC Service code 22 | Insurance Broker | $1,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,592 | $37,418-20.9% | $77,096-61.6% | $77,906-62.0% |
| Participation rate | 42.9% | 46.9%-4.0pp | 67.9%-25.0pp | 73.7%-30.8pp |
| Annual return | -15.56% | -7.13%-8.4pp | 42.35%-57.9pp | 12.16%-27.7pp |
| Employer contribution / active EE | $699 | $1,200-41.8% | $2,814-75.2% | $2,846-75.5% |
| Participant deferral / active EE | $1,677 | $2,572-34.8% | $4,429-62.1% | $4,805-65.1% |
| Admin fee / account holder | $136 | $126+8.2% | $5,428-97.5% | $133+2.9% |