Filed June 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Recordkeeping | $50,417 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,789 | $37,213-28.0% | $156,551-82.9% | $63,975-58.1% |
| Participation rate | 84.3% | 65.0%+19.3pp | 84.0%+0.3pp | 71.1%+13.2pp |
| Annual return | 7.37% | 47.89%-40.5pp | 32.23%-24.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $1,345 | $1,357-0.9% | $5,501-75.6% | $2,182-38.4% |
| Participant deferral / active EE | $1,842 | $2,070-11.0% | $4,871-62.2% | $3,356-45.1% |
| Admin fee / account holder | $96 | $56+69.7% | $13,028-99.3% | $70+35.7% |