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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $91,918 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $28,028 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,778 | $64,286+30.3% | $90,970-7.9% | $73,412+14.1% |
| Participation rate | 54.2% | 63.6%-9.4pp | 69.0%-14.8pp | 72.2%-18.0pp |
| Annual return | 12.04% | 21.46%-9.4pp | 134.60%-122.6pp | 59.30%-47.3pp |
| Employer contribution / active EE | $355 | $895-60.3% | $2,122-83.3% | $2,234-84.1% |
| Participant deferral / active EE | $3,914 | $2,453+59.5% | $3,373+16.0% | $3,806+2.8% |
| Admin fee / account holder | $474 | $287+65.1% | $5,961-92.0% | $158+200.3% |