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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST,NATIONAL ASSOCIATI Service code 27 | Advisory (Plan) | $14,652 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,990 |
HARPER DANESH LLC3 years Service code 13 · EIN 27-3395775 | Contract Administrator | $7,069 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIA Service code 27 · EIN 16-1486154 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,567 | $56,540-65.4% | $185,849-89.5% | $86,821-77.5% |
| Participation rate | 83.3% | 65.5%+17.8pp | 81.7%+1.6pp | 72.3%+11.0pp |
| Annual return | 18.59% | 118.20%-99.6pp | 122.10%-103.5pp | 97.94%-79.3pp |
| Employer contribution / active EE | $1,225 | $1,844-33.6% | $5,169-76.3% | $2,406-49.1% |
| Participant deferral / active EE | $2,164 | $2,555-15.3% | $5,569-61.1% | $4,132-47.6% |
| Admin fee / account holder | $34 | $150-77.1% | $16,244-99.8% | $170-79.8% |