Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS & FINANCIAL GRP Service code 15 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Recordkeeping | $30,784 |
SENTINEL PENSION ADVISORS4+ years Service code 27 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Plan) | $27,586 |
Filed as: FIDELITY INSTITUTIONAL WEALTH SERVI Service code 18 100 SALEM STREET · SMITHFIELD, RI 02917 | Custodial (other than securities); Cu... | $9,127 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,435 | $62,267+90.2% | $110,243+7.4% | $55,725+112.5% |
| Participation rate | 58.7% | 78.1%-19.4pp | 79.8%-21.1pp | 70.9%-12.1pp |
| Annual return | -4.32% | -1.07%-3.2pp | 314.76%-319.1pp | 244.93%-249.2pp |
| Employer contribution / active EE | $523 | $1,941-73.1% | $3,827-86.3% | $2,078-74.8% |
| Participant deferral / active EE | $4,747 | $3,516+35.0% | $4,672+1.6% | $3,356+41.5% |
| Admin fee / account holder | $360 | $121+198.1% | $8,548-95.8% | $115+212.9% |