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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $44,464 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,648 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,408 | $56,638+31.4% | $169,390-56.1% | $74,460-0.1% |
| Participation rate | 89.8% | 67.5%+22.3pp | 77.2%+12.6pp | 70.7%+19.0pp |
| Annual return | 17.81% | 24.75%-6.9pp | 406.07%-388.3pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,402 | $2,027-30.8% | $4,013-65.1% | $2,638-46.9% |
| Participant deferral / active EE | $5,994 | $4,223+41.9% | $6,222-3.7% | $4,530+32.3% |
| Admin fee / account holder | $257 | $307-16.2% | $9,015-97.2% | $348-26.2% |