Filed July 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST10+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 21 34 EXCHANGE PLACE · JERSEY CITY, NJ 07311 | Bank Trustee | $176,514 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $84,098 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $19,020 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,370 | $82,917+31.9% | $103,333+5.8% | $77,643+40.9% |
| Participation rate | 90.8% | 71.6%+19.3pp | 74.5%+16.3pp | 70.6%+20.2pp |
| Annual return | 15.89% | 19.13%-3.2pp | 24.88%-9.0pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,812 | $3,552-49.0% | $3,868-53.2% | $2,726-33.5% |
| Participant deferral / active EE | $8,597 | $4,108+109.2% | $5,057+70.0% | $4,647+85.0% |
| Admin fee / account holder | $574 | $638-10.0% | $8,355-93.1% | $430+33.4% |