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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS9+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Advisory (Plan) | $44,916 |
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Recordkeeping | $29,531 |
CHARLES SCHWAB & CO., INC.8 years Service code 19 · EIN 94-1737782 | Securities Custodian | $6,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,587 | $50,902+26.9% | $155,534-58.5% | $77,736-16.9% |
| Participation rate | 50.8% | 63.1%-12.3pp | 78.2%-27.4pp | 70.6%-19.8pp |
| Annual return | 14.32% | 34.85%-20.5pp | 64.92%-50.6pp | 31.26%-16.9pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,402 | $2,824-15.0% | $5,630-57.3% | $4,651-48.4% |
| Admin fee / account holder | $287 | $437-34.4% | $15,900-98.2% | $433-33.9% |