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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Advisory (Plan) | $43,856 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY · WAKEFIELD, MA 01880 | Recordkeeping | $21,748 |
MATRIX TRUST COMPANY2 years Service code 19 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $12,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $231,999 | $98,982+134.4% | $162,177+43.1% | $65,185+255.9% |
| Participation rate | 69.7% | 85.8%-16.1pp | 87.6%-17.9pp | 70.2%-0.5pp |
| Annual return | 3.12% | 24.84%-21.7pp | 115.60%-112.5pp | 29.38%-26.3pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $11,657 | $5,384+116.5% | $7,297+59.8% | $3,514+231.7% |
| Admin fee / account holder | $750 | $596+25.8% | $10,843-93.1% | $847-11.4% |