Filed June 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Recordkeeping | $86,959 |
Service code 26 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Participants) | $55,000 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,267 |
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 | $30,195 | $46,173-34.6% | $170,435-82.3% | $69,631-56.6% |
| Participation rate | 89.6% | 63.9%+25.7pp | 83.6%+6.0pp | 70.7%+18.9pp |
| Annual return | 14.99% | 21.62%-6.6pp | 205.94%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $3,235 | $1,610+101.0% | $5,432-40.4% | $2,032+59.2% |
| Participant deferral / active EE | $2,822 | $2,080+35.6% | $4,939-42.9% | $3,224-12.5% |
| Admin fee / account holder | $100 | $116-14.1% | $13,881-99.3% | $110-9.8% |