Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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) | $2,176 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $50 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,480 | $65,083-48.6% | $143,788-76.7% | $66,930-50.0% |
| Participation rate | 38.3% | 65.2%-26.9pp | 80.3%-42.0pp | 69.8%-31.5pp |
| Annual return | -18.26% | -11.13%-7.1pp | -0.03%-18.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $326 | $2,361-86.2% | $4,952-93.4% | $2,545-87.2% |
| Participant deferral / active EE | $969 | $2,920-66.8% | $5,638-82.8% | $4,238-77.1% |
| Admin fee / account holder | $1 | $502-99.8% | $14,675-100.0% | $593-99.8% |