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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $80,309 |
MATRIX TRUST COMPANY3 years Service code 21 717 17TH STREET · DENVER, CO 80202 | Bank Trustee | $50,864 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $25,682 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,409 | $40,174+90.2% | $84,023-9.1% | $67,582+13.1% |
| Participation rate | 53.4% | 62.7%-9.2pp | 69.0%-15.6pp | 71.3%-17.8pp |
| Annual return | 23.41% | 25.82%-2.4pp | 71.32%-47.9pp | 378.57%-355.2pp |
| Employer contribution / active EE | $280 | $808-65.3% | $1,984-85.9% | $2,148-87.0% |
| Participant deferral / active EE | $3,645 | $2,301+58.4% | $3,239+12.5% | $3,539+3.0% |
| Admin fee / account holder | $618 | $128+381.3% | $6,102-89.9% | $142+334.0% |