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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $64,119 |
NATIONAL FINANCIAL SERVICES5 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $8,494 |
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 | $19,001 | $56,638-66.5% | $169,390-88.8% | $74,460-74.5% |
| Participation rate | 94.2% | 67.5%+26.7pp | 77.2%+17.0pp | 70.7%+23.4pp |
| Annual return | 24.70% | 24.75%0pp | 406.07%-381.4pp | 34.38%-9.7pp |
| Employer contribution / active EE | $400 | $2,027-80.3% | $4,013-90.0% | $2,638-84.8% |
| Participant deferral / active EE | $2,157 | $4,223-48.9% | $6,222-65.3% | $4,530-52.4% |
| Admin fee / account holder | $103 | $307-66.5% | $9,015-98.9% | $348-70.5% |