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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST3+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 25 · EIN 16-0538020 | Directed Trustee | $20,467 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $18,180 |
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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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 9.89% | 5.28%+4.6pp | 16.78%-6.9pp | 10.21%-0.3pp |
| Employer contribution / active EE | $9,000 | $35,590-74.7% | $26,328-65.8% | $42,272-78.7% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |