Filed December 5, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $22,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,908 | $91,407-24.6% | $135,903-49.3% | $71,457-3.6% |
| Participation rate | 93.7% | 75.7%+18.0pp | 81.9%+11.8pp | 67.9%+25.8pp |
| Annual return | 17.93% | 29.90%-12.0pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $42 | $3,703-98.9% | $4,856-99.1% | $2,588-98.4% |
| Participant deferral / active EE | $6,666 | $7,092-6.0% | $7,758-14.1% | $4,289+55.4% |
| Admin fee / account holder | $181 | $1,266-85.7% | $10,762-98.3% | $1,587-88.6% |