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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION Service code 17 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Pension Consulting | $22,740 |
NATIONWIDE1 year Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,963 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,840 | $82,917-97.8% | $103,333-98.2% | $77,643-97.6% |
| Participation rate | 79.2% | 71.6%+7.6pp | 74.5%+4.7pp | 70.6%+8.6pp |
| Annual return | 4.67% | 19.13%-14.5pp | 24.88%-20.2pp | 31.24%-26.6pp |
| Employer contribution / active EE | $914 | $3,552-74.3% | $3,868-76.4% | $2,726-66.5% |
| Participant deferral / active EE | $6 | $4,108-99.9% | $5,057-99.9% | $4,647-99.9% |
| Admin fee / account holder | $131 | $638-79.5% | $8,355-98.4% | $430-69.6% |