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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Advisory (Plan) | $38,057 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Recordkeeping | $26,863 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $6,458 |
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 | $73,601 | $56,540+30.2% | $185,851-60.4% | $86,821-15.2% |
| Participation rate | 55.5% | 65.5%-10.0pp | 81.7%-26.2pp | 72.3%-16.8pp |
| Annual return | 11.62% | 118.20%-106.6pp | 122.11%-110.5pp | 97.94%-86.3pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,495 | $2,555-2.4% | $5,569-55.2% | $4,132-39.6% |
| Admin fee / account holder | $245 | $150+63.7% | $16,245-98.5% | $170+44.5% |