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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST5 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $67,650 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,317 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,419 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,397 | $101,672+264.3% | $147,117+151.8% | $74,478+397.3% |
| Participation rate | 84.6% | 75.5%+9.0pp | 82.2%+2.4pp | 67.2%+17.3pp |
| Annual return | 15.17% | 8757.83%-8742.7pp | 420.54%-405.4pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $10,221 | $3,813+168.0% | $4,932+107.2% | $2,626+289.2% |
| Participant deferral / active EE | $8,854 | $7,305+21.2% | $8,065+9.8% | $4,350+103.5% |
| Admin fee / account holder | $500 | $1,753-71.5% | $12,993-96.1% | $1,946-74.3% |