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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST3+ years Filed as: WILMINGTON TRUST COMPANY Service code 19 · EIN 51-0099033 | Securities Custodian | $70,864 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,954 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $121,964-100.0% | $107,664-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 10.0%-10.0pp | 45.9%-45.9pp |
| Annual return | 11.40% | 10.73%+0.7pp | 337.46%-326.1pp | 10.21%+1.2pp |
| Employer contribution / active EE | $238,357 | $31,543+655.7% | $20,191+1080.5% | $42,272+463.9% |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,970-100.0% | $1,663-100.0% | $13,518-100.0% |