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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS10+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY, SUITE 402 · WAKEFIELD, MA 01880 | Advisory (Plan) | $49,891 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 100 QUANNAPOWITT PKWY, SUITE 402 · WAKEFIELD, MA 01880 | Recordkeeping | $40,901 |
MATRIX TRUST COMPANY8 years Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $14,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,291 | $132,049+135.0% | $200,582+54.7% | $74,304+317.6% |
| Participation rate | 70.4% | 84.1%-13.7pp | 86.9%-16.5pp | 60.3%+10.0pp |
| Annual return | 13.66% | 22.22%-8.6pp | 42.33%-28.7pp | 29.43%-15.8pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $15,033 | $7,213+108.4% | $9,331+61.1% | $3,767+299.0% |
| Admin fee / account holder | $643 | $2,405-73.3% | $16,305-96.1% | $2,969-78.3% |