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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,953 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST COMPANY Service code 19 · EIN 51-0099033 | Securities Custodian | $14,187 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $118,150-100.0% | $111,575-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.1%-28.1pp | 8.4%-8.4pp | 45.6%-45.6pp |
| Annual return | 1.57% | 34.58%-33.0pp | 18.87%-17.3pp | 4.16%-2.6pp |
| Employer contribution / active EE | $101,998 | $32,305+215.7% | $19,828+414.4% | $42,918+137.7% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |