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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $27,070 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,200 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,502 | $50,956+52.1% | $96,575-19.7% | $86,813-10.7% |
| Participation rate | 57.6% | 65.2%-7.6pp | 69.8%-12.2pp | 72.3%-14.7pp |
| Annual return | 17.60% | 21.27%-3.7pp | 37.79%-20.2pp | 97.93%-80.3pp |
| Employer contribution / active EE | $1,775 | $1,111+59.8% | $2,357-24.7% | $2,406-26.2% |
| Participant deferral / active EE | $4,160 | $2,954+40.8% | $3,849+8.1% | $4,131+0.7% |
| Admin fee / account holder | $192 | $166+15.5% | $6,182-96.9% | $170+13.1% |