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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) | $7,224 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,524 | $89,652-63.7% | $141,197-77.0% | $65,186-50.1% |
| Participation rate | 35.2% | 74.7%-39.5pp | 82.5%-47.3pp | 70.2%-35.0pp |
| Annual return | 17.56% | 32.79%-15.2pp | 71.41%-53.8pp | 29.39%-11.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,166 | $5,691-26.8% | $6,710-37.9% | $3,514+18.5% |
| Admin fee / account holder | $84 | $569-85.2% | $10,265-99.2% | $847-90.0% |