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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 | $36,002+86.6% | $161,489-58.4% | $64,728+3.8% |
| Participation rate | 53.0% | 57.4%-4.4pp | 78.7%-25.7pp | 57.9%-4.9pp |
| Annual return | 6.31% | 33.93%-27.6pp | 89.72%-83.4pp | 49.38%-43.1pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,397 | $1,815-23.0% | $5,630-75.2% | $2,729-48.8% |
| Admin fee / account holder | $142 | $931-84.8% | $16,006-99.1% | $1,145-87.6% |