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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 19 34 EXCHANGE PLACE · JERSEY CITY, NJ 07311 | Securities Custodian | $39,352 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 27 703 TRANCAS STREET · NAPA, CA 94558 | Advisory (Plan) | $28,516 |
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Employer contribution per participant 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 | $0 | $49,677-100.0% | $295,226-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 14.7%-14.7pp | 3.6%-3.6pp |
| Annual return | 4.59% | 11.88%-7.3pp | 4.64%-0.1pp | 11.88%-7.3pp |
| Employer contribution / active EE | $3,012 | $14,612-79.4% | $35,349-91.5% | $14,612-79.4% |
| Participant deferral / active EE | $0 | $518-100.0% | $461-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $343,074-100.0% | $637-100.0% |