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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Advisory (Plan) | $36,759 |
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Recordkeeping | $26,633 |
CHARLES SCHWAB & CO., INC.7 years Service code 19 · EIN 94-1737782 | Securities Custodian | $6,092 |
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 | $63,414 | $47,180+34.4% | $149,723-57.6% | $74,473-14.8% |
| Participation rate | 51.3% | 63.4%-12.1pp | 78.8%-27.5pp | 70.7%-19.4pp |
| Annual return | 12.99% | 22.75%-9.8pp | 134.50%-121.5pp | 34.36%-21.4pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,668 | $2,730-2.3% | $5,682-53.1% | $4,530-41.1% |
| Admin fee / account holder | $241 | $343-29.8% | $13,215-98.2% | $347-30.6% |