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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 18 · EIN 26-3523944 | Trustee (directed); Float revenue; Cu... | $32,475 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 703 TRANCAS STREET · NAPA, CA 94558 | Advisory (Participants) | $27,978 |
MASON & MASON, CPA'S1+ years Service code 10 · EIN 27-3461077 | Accounting | $8,000 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $7,756 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $102,195 | $52,678+94.0% | $75,784+34.8% | $59,633+71.4% |
| Participation rate | 46.9% | 67.2%-20.4pp | 75.8%-28.9pp | 68.7%-21.8pp |
| Annual return | -1.29% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,402 | $2,193-36.1% | $3,323-57.8% | $2,203-36.4% |
| Participant deferral / active EE | $3,150 | $2,591+21.6% | $3,652-13.8% | $3,192-1.3% |
| Admin fee / account holder | $1,361 | $3,610-62.3% | $5,300-74.3% | $4,297-68.3% |