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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST8+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 25 · EIN 16-0538020 | Directed Trustee | $87,591 |
Filed as: OCTOBER THREE CONSULTING, LLC Service code 11 · EIN 27-1175487 | Actuarial | $8,825 |
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $2,419 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -16.19% | -15.55%-0.6pp | -5.12%-11.1pp | 39.82%-56.0pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |