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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 27 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Advisory (Plan) | $27,865 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,265 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,464 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,098 | $42,367+46.6% | $79,580-22.0% | $64,819-4.2% |
| Participation rate | 50.7% | 64.7%-14.0pp | 69.5%-18.8pp | 71.5%-20.8pp |
| Annual return | -21.99% | -12.23%-9.8pp | 0.15%-22.1pp | 32.84%-54.8pp |
| Employer contribution / active EE | $1,490 | $1,181+26.2% | $2,413-38.2% | $2,507-40.6% |
| Participant deferral / active EE | $3,523 | $3,170+11.1% | $3,985-11.6% | $4,311-18.3% |
| Admin fee / account holder | $266 | $160+66.5% | $6,835-96.1% | $188+41.5% |