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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST6 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $74,280 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,087 |
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.
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 | $344,479 | $88,360+289.9% | $145,433+136.9% | $67,986+406.7% |
| Participation rate | 87.0% | 65.5%+21.5pp | 82.1%+4.9pp | 57.2%+29.8pp |
| Annual return | 12.39% | 63.15%-50.8pp | 66.58%-54.2pp | 31.67%-19.3pp |
| Employer contribution / active EE | $10,481 | $3,054+243.2% | $4,554+130.1% | $2,019+419.2% |
| Participant deferral / active EE | $8,718 | $5,932+47.0% | $7,897+10.4% | $3,358+159.6% |
| Admin fee / account holder | $546 | $3,313-83.5% | $13,129-95.8% | $3,203-82.9% |