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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $46,712 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,827 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,397 | $62,688+21.9% | $178,528-57.2% | $77,714-1.7% |
| Participation rate | 85.3% | 66.9%+18.4pp | 77.1%+8.2pp | 70.6%+14.7pp |
| Annual return | 12.66% | 16.16%-3.5pp | 27.11%-14.4pp | 31.26%-18.6pp |
| Employer contribution / active EE | $681 | $1,912-64.4% | $3,950-82.8% | $2,727-75.0% |
| Participant deferral / active EE | $6,434 | $4,224+52.3% | $6,278+2.5% | $4,649+38.4% |
| Admin fee / account holder | $266 | $386-31.2% | $10,419-97.5% | $433-38.7% |