Filed March 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $86,691 |
OSAIC WEALTH INC1 year Filed as: OSAIC ADVISORS Service code 27 900 SOUTH PINE ROAD, SUITE 650 · PLANTATION, FL 33324 | Advisory (Plan) | $76,984 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,513 | $55,482+14.5% | $76,051-16.5% | $77,692-18.3% |
| Participation rate | 94.1% | 63.7%+30.5pp | 69.1%+25.0pp | 70.6%+23.6pp |
| Annual return | 14.42% | 17.09%-2.7pp | 360.42%-346.0pp | 31.25%-16.8pp |
| Employer contribution / active EE | $1,702 | $1,792-5.1% | $2,690-36.7% | $2,726-37.6% |
| Participant deferral / active EE | $5,602 | $3,455+62.1% | $4,257+31.6% | $4,648+20.5% |
| Admin fee / account holder | $188 | $407-53.9% | $6,416-97.1% | $431-56.4% |