Filed March 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $54,271 |
GOLDMAN SACHS9+ years Filed as: UNITED CAPITAL Service code 27 100 SE 3RD AVENUE · FT. LAUDERDALE, FL 33394 | Advisory (Plan) | $52,526 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,449 | $49,693+13.6% | $70,544-20.0% | $74,460-24.2% |
| Participation rate | 94.1% | 64.7%+29.5pp | 68.4%+25.8pp | 70.7%+23.4pp |
| Annual return | 17.32% | 21.22%-3.9pp | 32.79%-15.5pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,716 | $1,773-3.2% | $2,976-42.3% | $2,638-34.9% |
| Participant deferral / active EE | $5,231 | $3,376+54.9% | $4,568+14.5% | $4,530+15.5% |
| Admin fee / account holder | $124 | $316-60.8% | $6,427-98.1% | $348-64.4% |