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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $52,906 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOC. Service code 27 · EIN 16-1486454 | Advisory (Plan) | $22,624 |
THE BENEFIT PRACTICE1 year Service code 15 · EIN 13-4144565 | Recordkeeping | $1,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,189 | $70,435+32.3% | $96,575-3.5% | $85,856+8.5% |
| Participation rate | 74.2% | 61.8%+12.4pp | 69.8%+4.4pp | 69.3%+4.9pp |
| Annual return | 13.45% | 18.59%-5.1pp | 37.79%-24.3pp | 318.58%-305.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,276 | $2,894+82.3% | $3,849+37.1% | $3,952+33.5% |
| Admin fee / account holder | $599 | $4,997-88.0% | $6,182-90.3% | $6,261-90.4% |