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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $56,844 |
NATIONAL FINANCIAL SERVICES3 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $8,670 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,517 | $60,607-72.7% | $189,558-91.3% | $86,813-81.0% |
| Participation rate | 91.9% | 68.9%+23.0pp | 78.5%+13.4pp | 72.3%+19.6pp |
| Annual return | 16.22% | 65.18%-49.0pp | 64.19%-48.0pp | 97.93%-81.7pp |
| Employer contribution / active EE | $310 | $1,626-80.9% | $4,412-93.0% | $2,406-87.1% |
| Participant deferral / active EE | $1,655 | $3,895-57.5% | $6,174-73.2% | $4,131-59.9% |
| Admin fee / account holder | $89 | $159-44.1% | $9,809-99.1% | $170-47.6% |