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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $34,331 |
Service code 16 · EIN 04-3422848 | Consulting | $25,598 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $7,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,326 | $39,948+56.0% | $89,414-30.3% | $73,412-15.1% |
| Participation rate | 41.1% | 50.4%-9.3pp | 68.0%-26.9pp | 72.2%-31.1pp |
| Annual return | 14.61% | 50.12%-35.5pp | 245.50%-230.9pp | 59.30%-44.7pp |
| Employer contribution / active EE | $439 | $1,200-63.4% | $2,586-83.0% | $2,234-80.4% |
| Participant deferral / active EE | $1,607 | $2,193-26.7% | $3,890-58.7% | $3,806-57.8% |
| Admin fee / account holder | $239 | $134+77.8% | $4,883-95.1% | $158+51.1% |