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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $64,035 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,763 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,127 |
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 | $333,750 | $91,474+264.9% | $135,982+145.4% | $71,529+366.6% |
| Participation rate | 87.1% | 75.7%+11.4pp | 81.9%+5.1pp | 67.9%+19.1pp |
| Annual return | 16.59% | 29.89%-13.3pp | 68.32%-51.7pp | 28.97%-12.4pp |
| Employer contribution / active EE | $9,008 | $3,705+143.1% | $4,859+85.4% | $2,590+247.8% |
| Participant deferral / active EE | $8,174 | $7,095+15.2% | $7,760+5.3% | $4,291+90.5% |
| Admin fee / account holder | $386 | $1,267-69.6% | $10,767-96.4% | $1,588-75.7% |