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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Advisory (Plan) | $24,098 |
SENTINEL PENSION ADVISORS9 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Recordkeeping | $14,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,189 | $36,904+82.1% | $158,223-57.5% | $65,191+3.1% |
| Participation rate | 53.0% | 62.1%-9.1pp | 79.2%-26.2pp | 63.0%-10.0pp |
| Annual return | 6.31% | 24.43%-18.1pp | 52.09%-45.8pp | 51.24%-44.9pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $1,397 | $1,936-27.8% | $5,467-74.4% | $2,671-47.7% |
| Admin fee / account holder | $142 | $793-82.1% | $16,047-99.1% | $907-84.4% |