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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION LLC6 years Filed as: SENTINEL PENSION Service code 37 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Loan Processing | $51,124 |
Filed as: CETERA ADVISORS, LLC Service code 26 · EIN 36-3258176 | Advisory (Participants) | $30,141 |
CETERA ADVISOR NETWORKS LLC6 years Filed as: CETERA ADVISORS Service code 26 · EIN 84-0858799 | Advisory (Participants) | $28,290 |
NATIONWIDE6 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $3,816 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $3,289 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,724 | $55,437+188.1% | $155,534+2.7% | $74,459+114.5% |
| Participation rate | 99.6% | 61.9%+37.7pp | 78.2%+21.4pp | 67.2%+32.4pp |
| Annual return | 12.99% | 269.58%-256.6pp | 64.92%-51.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $7,829 | $2,266+245.5% | $4,675+67.5% | $2,626+198.2% |
| Participant deferral / active EE | $4,978 | $2,837+75.4% | $5,630-11.6% | $4,350+14.4% |
| Admin fee / account holder | $226 | $1,742-87.1% | $15,900-98.6% | $1,945-88.4% |