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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $16,432 |
WESTPORT CAPITAL MARKETS, LLC4+ years Filed as: WESTPORT BENEFITS GROUP Service code 15 7 PHEASANT LANE · WESTPORT, CT 06880 | Recordkeeping | $9,818 |
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.
Annual investment return 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 | $14,076 | $55,002-74.4% | $59,899-76.5% | $56,289-75.0% |
| Participation rate | 64.3% | 75.9%-11.6pp | 74.7%-10.3pp | 69.9%-5.5pp |
| Annual return | -7.90% | 1.13%-9.0pp | 3.46%-11.4pp | -9.96%+2.1pp |
| Employer contribution / active EE | $490 | $2,448-80.0% | $2,723-82.0% | $2,111-76.8% |
| Participant deferral / active EE | $1,434 | $3,121-54.1% | $3,402-57.9% | $3,350-57.2% |
| Admin fee / account holder | $169 | $236-28.2% | $3,592-95.3% | $521-67.5% |