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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Advisory (Plan) | $34,685 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Recordkeeping | $26,587 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $5,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,909 | $52,293+58.5% | $178,503-53.6% | $73,412+12.9% |
| Participation rate | 32.7% | 65.3%-32.7pp | 81.9%-49.3pp | 72.2%-39.5pp |
| Annual return | 12.09% | 34.75%-22.7pp | 151.12%-139.0pp | 59.30%-47.2pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,386 | $2,333+2.2% | $5,202-54.1% | $3,806-37.3% |
| Admin fee / account holder | $281 | $127+120.4% | $13,987-98.0% | $158+77.8% |