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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 BENEFITS GROUP, LLC9 years Service code 15 · EIN 04-3015875 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Recordkeeping | $14,077 |
14 funds of $250K or more; 31 lines in all, holding $19.8M of the plan's $19.8M. From the 2025 filing. Recordkeeper: Sentinel Benefits Group.
Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $9.4M | 47.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 12.4% |
| New York Life Guaranteed Interest Account New York Life · Insurance contract | $2.1M | 10.6% |
| Blue Chip Fund R-6 Principal · Mutual fund | $2.0M | 10.1% |
| Mutual of America general account: Mutual of America Life Insurance Company Mutual of America · Insurance contract | $1.2M | 6.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $483K | 2.4% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $264K | 1.3% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $215K | 1.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $186K | 0.9% |
| Fidelity Total Bond Fund R6 Fidelity (FMR) · Mutual fund | $182K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.