Filed July 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST5+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 21 34 EXCHANGE PLACE · JERSEY CITY, NJ 07311 | Bank Trustee | $108,611 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $53,902 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,856 | $66,601+42.4% | $92,893+2.1% | $67,579+40.4% |
| Participation rate | 92.4% | 72.5%+19.9pp | 76.0%+16.4pp | 71.3%+21.1pp |
| Annual return | 22.75% | 92.58%-69.8pp | 109.41%-86.7pp | 378.56%-355.8pp |
| Employer contribution / active EE | $3,724 | $2,775+34.2% | $3,653+1.9% | $2,148+73.4% |
| Participant deferral / active EE | $5,040 | $3,157+59.7% | $4,236+19.0% | $3,539+42.4% |
| Admin fee / account holder | $480 | $199+141.1% | $5,794-91.7% | $142+237.1% |