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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1 year Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 21 · EIN 16-0538020 | Bank Trustee | $12,991 |
PACIFICA CAPITAL5+ years Service code 21 · EIN 84-1452736 | Bank Trustee | $5,902 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $289,682-100.0% | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | - |
| Annual return | 15.27% | 43.80%-28.5pp | 20.73%-5.5pp | - |
| Employer contribution / active EE | $2,365 | $11,594-79.6% | $36,503-93.5% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $77-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $7,495-100.0% | - |