Filed July 9, 2026
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST8+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 21 34 EXCHANGE PLACE · JERSEY CITY, NJ 07311 | Bank Trustee | $138,248 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $66,613 |
Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $8,388 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,363 | $106,236-24.4% | $112,228-28.4% | $64,808+24.0% |
| Participation rate | 89.6% | 71.7%+17.9pp | 75.1%+14.6pp | 71.5%+18.1pp |
| Annual return | -18.22% | -6.02%-12.2pp | 27.45%-45.7pp | 32.82%-51.0pp |
| Employer contribution / active EE | $3,051 | $3,166-3.6% | $3,635-16.1% | $2,506+21.7% |
| Participant deferral / active EE | $5,369 | $3,785+41.8% | $4,728+13.6% | $4,310+24.6% |
| Admin fee / account holder | $467 | $452+3.3% | $6,410-92.7% | $188+148.5% |