Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $17,512 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $7,450 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $273 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,448 | $61,166-84.6% | $185,849-94.9% | $79,391-88.1% |
| Participation rate | 90.4% | 66.6%+23.8pp | 81.7%+8.7pp | 70.7%+19.7pp |
| Annual return | 13.18% | 19.45%-6.3pp | 122.10%-108.9pp | 116.88%-103.7pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,671 | $2,789-40.1% | $5,569-70.0% | $4,046-58.7% |
| Admin fee / account holder | $118 | $710-83.4% | $16,244-99.3% | $627-81.2% |