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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $4,425 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,700 | $27,243-5.7% | $52,425-51.0% | $79,634-67.7% |
| Participation rate | 25.7% | 22.4%+3.3pp | 55.6%-29.9pp | 62.5%-36.7pp |
| Annual return | 10.72% | 63.36%-52.6pp | 302.12%-291.4pp | 36.46%-25.7pp |
| Employer contribution / active EE | $191 | $319-40.1% | $914-79.1% | $2,529-92.4% |
| Participant deferral / active EE | $911 | $636+43.4% | $1,790-49.1% | $3,835-76.2% |
| Admin fee / account holder | $18 | $2,105-99.2% | $2,495-99.3% | $1,002-98.2% |