Filed June 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Recordkeeping | $108,579 |
SENTINEL PENSION ADVISORS2 years Service code 26 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Participants) | $55,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,875 |
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 | $27,337 | $37,196-26.5% | $154,111-82.3% | $55,725-50.9% |
| Participation rate | 99.8% | 64.1%+35.8pp | 83.0%+16.8pp | 70.9%+29.0pp |
| Annual return | -4.08% | 1319.68%-1323.8pp | 735.18%-739.3pp | 244.93%-249.0pp |
| Employer contribution / active EE | $3,356 | $1,614+107.9% | $5,298-36.7% | $2,078+61.5% |
| Participant deferral / active EE | $3,734 | $2,068+80.5% | $5,081-26.5% | $3,356+11.3% |
| Admin fee / account holder | $111 | $102+9.1% | $13,411-99.2% | $115-3.8% |