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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 | $46,464+44.6% | $150,298-55.3% | $79,634-15.6% |
| Participation rate | 53.0% | 57.0%-3.9pp | 77.8%-24.7pp | 62.5%-9.5pp |
| Annual return | 6.31% | 27.89%-21.6pp | 62.79%-56.5pp | 36.46%-30.1pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,397 | $2,157-35.2% | $5,453-74.4% | $3,835-63.6% |
| Admin fee / account holder | $142 | $891-84.1% | $14,116-99.0% | $1,002-85.9% |