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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $17,986 |
Filed as: HUB INTERNATIONAL NORTHEAST Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,426 | $46,325+56.3% | $143,788-49.6% | $64,814+11.7% |
| Participation rate | 60.8% | 64.2%-3.4pp | 80.3%-19.5pp | 71.5%-10.6pp |
| Annual return | -11.02% | -10.05%-1.0pp | -0.03%-11.0pp | 32.84%-43.9pp |
| Employer contribution / active EE | $527 | $1,911-72.4% | $4,952-89.4% | $2,507-79.0% |
| Participant deferral / active EE | $4,727 | $2,647+78.6% | $5,638-16.2% | $4,310+9.7% |
| Admin fee / account holder | $150 | $154-2.7% | $14,675-99.0% | $188-20.3% |