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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $81,661 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 21 34 EXCHANGE PLACE · JERSEY CITY, NJ 07311 | Bank Trustee | $65,745 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $21,945 |
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.)
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 | $65,061 | $37,044+75.6% | $71,796-9.4% | $57,658+12.8% |
| Participation rate | 49.8% | 61.1%-11.3pp | 69.1%-19.3pp | 70.2%-20.4pp |
| Annual return | 6.46% | 12.64%-6.2pp | 78.04%-71.6pp | 5.13%+1.3pp |
| Employer contribution / active EE | $334 | $720-53.6% | $1,924-82.6% | $1,974-83.1% |
| Participant deferral / active EE | $3,142 | $1,974+59.1% | $2,794+12.4% | $3,061+2.7% |
| Admin fee / account holder | $746 | $101+639.1% | $4,815-84.5% | $95+689.2% |