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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 18 · EIN 26-3523944 | Custodial (other than securities); Fl... | $28,210 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 703 TRANCAS STREET · NAPA, CA 94558 | Advisory (Participants) | $24,054 |
Service code 12 · EIN 84-1477138 | Contract Administrator; Recordkeeping... | $8,574 |
MASON & MASON, CPA'S2+ years Service code 10 · EIN 27-3461077 | Accounting | $8,500 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Trustee (bank, trust company, or simi... | $770 |
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 | $120,589 | $56,894+112.0% | $84,753+42.3% | $62,881+91.8% |
| Participation rate | 48.9% | 68.5%-19.6pp | 76.6%-27.7pp | 69.3%-20.4pp |
| Annual return | 5.03% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,489 | $2,400-37.9% | $3,574-58.3% | $2,281-34.7% |
| Participant deferral / active EE | $3,192 | $2,709+17.8% | $3,712-14.0% | $3,203-0.3% |
| Admin fee / account holder | $1,323 | $3,581-63.1% | $5,333-75.2% | $4,296-69.2% |