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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS7+ years Service code 27 · EIN 04-3422848 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Advisory (Plan) | $49,070 |
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 100 QUANNAPOWITT PKWY, SUITE 300 · WAKEFIELD, MA 01880 | Recordkeeping | $30,340 |
MATRIX TRUST COMPANY5 years Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $13,524 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,917 | $102,553+143.7% | $151,611+64.8% | $66,914+273.5% |
| Participation rate | 70.1% | 85.5%-15.4pp | 87.5%-17.3pp | 69.8%+0.3pp |
| Annual return | -18.31% | -10.82%-7.5pp | 3.33%-21.6pp | 1.58%-19.9pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $14,640 | $6,641+120.5% | $8,363+75.1% | $4,237+245.5% |
| Admin fee / account holder | $830 | $630+31.7% | $11,616-92.9% | $593+39.9% |