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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $76,970 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,032 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,104 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $451,419 | $104,475+332.1% | $159,436+183.1% | $79,386+468.6% |
| Participation rate | 87.8% | 76.6%+11.2pp | 82.8%+5.0pp | 70.7%+17.1pp |
| Annual return | 12.96% | 67.95%-55.0pp | 263.57%-250.6pp | 116.85%-103.9pp |
| Employer contribution / active EE | $8,083 | $3,417+136.6% | $4,829+67.4% | $2,427+233.0% |
| Participant deferral / active EE | $7,111 | $6,467+10.0% | $7,352-3.3% | $4,046+75.8% |
| Admin fee / account holder | $325 | $711-54.4% | $10,799-97.0% | $626-48.2% |