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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $44,741 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,454 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,337 | $50,458+17.6% | $160,009-62.9% | $64,819-8.5% |
| Participation rate | 91.7% | 68.0%+23.6pp | 78.0%+13.7pp | 71.5%+20.2pp |
| Annual return | -16.44% | -13.42%-3.0pp | 408.85%-425.3pp | 32.84%-49.3pp |
| Employer contribution / active EE | $1,255 | $1,722-27.1% | $4,225-70.3% | $2,507-49.9% |
| Participant deferral / active EE | $5,821 | $4,004+45.4% | $6,183-5.9% | $4,311+35.0% |
| Admin fee / account holder | $244 | $706-65.4% | $8,715-97.2% | $188+30.2% |