See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Advisory (Plan) | $40,252 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Recordkeeping | $23,713 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,291 | $89,739+138.8% | $149,718+43.1% | $62,292+244.0% |
| Participation rate | 67.2% | 85.1%-18.0pp | 87.1%-19.9pp | 69.5%-2.4pp |
| Annual return | 15.65% | 21.01%-5.4pp | 1501.63%-1486.0pp | 28.90%-13.2pp |
| Employer contribution / active EE | $66 | $3,233-98.0% | $5,445-98.8% | $2,042-96.8% |
| Participant deferral / active EE | $10,543 | $4,797+119.8% | $6,569+60.5% | $3,169+232.7% |
| Admin fee / account holder | $680 | $551+23.3% | $11,283-94.0% | $479+41.8% |