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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST6+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 25 · EIN 16-0538020 | Directed Trustee | $77,113 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $24,600 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 12.06% | 9.93%+2.1pp | -2.84%+14.9pp | 9.29%+2.8pp |
| Employer contribution / active EE | $23,402 | $11,565+102.3% | $33,329-29.8% | $15,168+54.3% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |