Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $58,494 |
THE FIDUCIARY GROUP1 year Service code 27 · EIN 47-3210786 | Advisory (Plan) | $31,539 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $11,218 |
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.
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 | $29,612 | $105,581-72.0% | $70,476-58.0% | $90,274-67.2% |
| Participation rate | 26.6% | 77.5%-50.9pp | 75.1%-48.5pp | 73.4%-46.7pp |
| Annual return | 21.92% | 14.78%+7.1pp | 109.12%-87.2pp | 53.97%-32.1pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,738-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,418 | $3,813-62.8% | $3,710-61.8% | $4,231-66.5% |
| Admin fee / account holder | $164 | $68+143.0% | $3,847-95.7% | $114+43.9% |