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| Provider | Service type | Compensation |
|---|---|---|
WESTPORT CAPITAL MARKETS, LLC3+ years Filed as: WESTPORT BENEFITS GROUP Service code 15 7 PHEASANT LANE · WESTPORT, CT 06880 | Recordkeeping | $8,825 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,104 | $57,976-84.3% | $63,018-85.6% | $62,293-85.4% |
| Participation rate | 65.8% | 75.9%-10.1pp | 74.8%-9.0pp | 69.5%-3.7pp |
| Annual return | 20.19% | 17.54%+2.6pp | 87.62%-67.4pp | 28.90%-8.7pp |
| Employer contribution / active EE | $431 | $2,415-82.1% | $2,761-84.4% | $2,042-78.9% |
| Participant deferral / active EE | $1,277 | $2,956-56.8% | $3,330-61.6% | $3,169-59.7% |
| Admin fee / account holder | $52 | $276-81.0% | $3,601-98.5% | $479-89.1% |