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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 21 · EIN 26-3523944 | Bank Trustee | $65,583 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $12,106 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $45,891-100.0% | $115,244-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 33.3%-33.3pp | 15.7%-15.7pp |
| Annual return | 0.39% | -2.03%+2.4pp | -1.61%+2.0pp | -7.14%+7.5pp |
| Employer contribution / active EE | $14,760 | $10,054+46.8% | $30,840-52.1% | $14,613+1.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | $1,191-100.0% |