Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% | $96,572+9.2% | $86,821+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 | 37.79%-24.1pp | 97.94%-84.2pp |
| Employer contribution / active EE | $385 | $1,111-65.4% | $2,357-83.7% | $2,406-84.0% |
| Participant deferral / active EE | $4,310 | $2,954+45.9% | $3,850+12.0% | $4,132+4.3% |
| Admin fee / account holder | $601 | $166+261.9% | $6,183-90.3% | $170+254.3% |