Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $60,088 |
SENTINEL PENSION ADVISORS6+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $27,430 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $9,900 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $5,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $18,566 | $64,286-71.1% | $90,970-79.6% | $73,412-74.7% |
| Participation rate | 54.0% | 63.6%-9.5pp | 69.0%-15.0pp | 72.2%-18.1pp |
| Annual return | 10.73% | 21.46%-10.7pp | 134.60%-123.9pp | 59.30%-48.6pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $473 | $2,453-80.7% | $3,373-86.0% | $3,806-87.6% |
| Admin fee / account holder | $176 | $287-38.8% | $5,961-97.1% | $158+11.2% |