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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Advisory (Plan) | $31,368 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Recordkeeping | $20,236 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 · EIN 94-1737782 | Securities Custodian | $5,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,112 | $62,928+19.4% | $172,739-56.5% | $67,579+11.1% |
| Participation rate | 35.8% | 64.5%-28.6pp | 82.6%-46.8pp | 71.3%-35.4pp |
| Annual return | 16.22% | 30.36%-14.1pp | 802.84%-786.6pp | 378.56%-362.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,816 | $2,145-15.3% | $5,198-65.1% | $3,539-48.7% |
| Admin fee / account holder | $226 | $167+35.5% | $13,954-98.4% | $142+58.7% |