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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $108,774 |
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $27,614 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,499 | $50,956+107.0% | $96,565+9.3% | $86,810+21.5% |
| Participation rate | 61.2% | 65.2%-4.1pp | 69.8%-8.6pp | 72.3%-11.1pp |
| Annual return | 13.74% | 21.27%-7.5pp | 37.78%-24.0pp | 97.92%-84.2pp |
| Employer contribution / active EE | $385 | $1,111-65.4% | $2,356-83.7% | $2,405-84.0% |
| Participant deferral / active EE | $4,310 | $2,954+45.9% | $3,848+12.0% | $4,131+4.3% |
| Admin fee / account holder | $601 | $166+261.9% | $6,181-90.3% | $170+254.3% |