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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST3 years Service code 27 1100 N. MARKET STREET · WILMINGTON, DE 19890 | Advisory (Plan) | $49,474 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,466 | $88,890-48.9% | $102,423-55.6% | $77,643-41.4% |
| Participation rate | 90.1% | 80.9%+9.2pp | 76.5%+13.6pp | 70.6%+19.5pp |
| Annual return | 11.54% | 24.98%-13.4pp | 29.32%-17.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $653 | $2,698-75.8% | $3,023-78.4% | $2,726-76.0% |
| Participant deferral / active EE | $2,653 | $5,145-48.4% | $5,053-47.5% | $4,647-42.9% |
| Admin fee / account holder | $308 | $235+30.9% | $9,451-96.7% | $430-28.4% |