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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $43,400 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-3123123 | Accounting | $20,155 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $6,763 |
Employer contribution per participant 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 | $38,952 | $99,957-61.0% | $149,730-74.0% | $73,493-47.0% |
| Participation rate | 78.8% | 75.7%+3.1pp | 82.5%-3.7pp | 70.7%+8.1pp |
| Annual return | 17.76% | 53.87%-36.1pp | 276.70%-258.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $552 | $3,191-82.7% | $4,645-88.1% | $2,270-75.7% |
| Participant deferral / active EE | $3,671 | $6,073-39.5% | $6,843-46.4% | $3,740-1.8% |
| Admin fee / account holder | $274 | $551-50.3% | $9,310-97.1% | $513-46.7% |