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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $114,640 |
Filed as: TRANSAMERICA FINANCIAL LIFE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $61,933 |
SENTINEL PENSION ADVISORS1+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $8,333 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $8,396 | $81,301-89.7% | $76,089-89.0% | $199,921-95.8% |
| Participation rate | 0.0% | 70.1%-70.1pp | 69.1%-69.1pp | 72.0%-72.0pp |
| Annual return | 22.64% | 16.31%+6.3pp | 360.94%-338.3pp | 34.28%-11.6pp |
| Employer contribution / active EE | $288 | $3,352-91.4% | $2,690-89.3% | $3,035-90.5% |
| Participant deferral / active EE | $1,969 | $4,721-58.3% | $4,259-53.8% | $5,089-61.3% |
| Admin fee / account holder | $105 | $145-27.9% | $6,418-98.4% | $269-61.2% |