Filed December 18, 2018 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Service code 27 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Plan) | $80,884 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Contract Administrator | $12,550 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,456 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,379 | $71,802-38.2% | $133,975-66.9% | $57,658-23.0% |
| Participation rate | 94.4% | 85.5%+8.9pp | 87.1%+7.3pp | 70.2%+24.2pp |
| Annual return | 10.09% | 13.51%-3.4pp | 29.29%-19.2pp | 5.13%+5.0pp |
| Employer contribution / active EE | $2,996 | $3,161-5.2% | $5,211-42.5% | $1,974+51.8% |
| Participant deferral / active EE | $4,406 | $4,606-4.3% | $6,282-29.9% | $3,061+44.0% |
| Admin fee / account holder | $28 | $88-68.6% | $9,324-99.7% | $95-70.8% |