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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $16,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $694 |
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.
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 | $50,270 | $104,497-51.9% | $159,487-68.5% | $79,389-36.7% |
| Participation rate | 41.5% | 76.6%-35.2pp | 82.8%-41.4pp | 70.7%-29.2pp |
| Annual return | 13.73% | 67.98%-54.2pp | 263.71%-250.0pp | 116.89%-103.2pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,610 | $6,468-13.3% | $7,354-23.7% | $4,046+38.7% |
| Admin fee / account holder | $208 | $711-70.7% | $10,804-98.1% | $626-66.7% |