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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 65-1514236 | Bank Trustee | $54,666 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 26 3455 PEACHTREE RD NE · ATLANTA, GA 303264201 | Advisory (Participants) | $43,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $93,266 | $63,924+45.9% | $108,582-14.1% | $55,167+69.1% |
| Participation rate | 66.2% | 74.3%-8.1pp | 79.6%-13.4pp | 69.0%-2.8pp |
| Annual return | 3.87% | 15.31%-11.4pp | -51.70%+55.6pp | 169.23%-165.4pp |
| Employer contribution / active EE | $740 | $1,879-60.6% | $3,758-80.3% | $1,963-62.3% |
| Participant deferral / active EE | $2,754 | $3,067-10.2% | $4,311-36.1% | $3,054-9.8% |
| Admin fee / account holder | $905 | $618+46.5% | $7,645-88.2% | $504+79.6% |