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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS Service code 26 3455 PEACHTREE RD NE · ATLANTA, GA 303264201 | Advisory (Participants) | $0 |
WILMINGTON TRUST6+ years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 65-1514236 | Bank Trustee | $0 |
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 | $112,520 | $81,494+38.1% | $133,978-16.0% | $73,497+53.1% |
| Participation rate | 65.2% | 76.4%-11.2pp | 79.8%-14.7pp | 70.7%-5.5pp |
| Annual return | 11.33% | 19.40%-8.1pp | 45.10%-33.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $775 | $2,210-64.9% | $3,919-80.2% | $2,270-65.9% |
| Participant deferral / active EE | $2,611 | $3,787-31.1% | $5,047-48.3% | $3,740-30.2% |
| Admin fee / account holder | $980 | $713+37.4% | $8,930-89.0% | $513+91.1% |