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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,904 |
FIRST STATE TRUST COMPANY1+ years Service code 25 · EIN 13-3124172 2 RIGHTER PARKWAY · WILMINGTON, DE 198031531 | Directed Trustee | $1,157 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $50,876-100.0% | $466,275-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 15.7%-15.7pp |
| Annual return | -3.28% | -1.93%-1.4pp | -2.52%-0.8pp | -7.14%+3.9pp |
| Employer contribution / active EE | $36,185 | $13,932+159.7% | $109,954-67.1% | $14,613+147.6% |
| Participant deferral / active EE | $0 | $149-100.0% | $846-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $12,408-100.0% | $1,191-100.0% |