Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 25 · EIN 16-0538020 | Directed Trustee | $19,362 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $19,148 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -1.22% | -5.77%+4.5pp | -3.43%+2.2pp | -2.16%+0.9pp |
| Employer contribution / active EE | $9,474 | $38,102-75.1% | $25,607-63.0% | $42,949-77.9% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |