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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST7 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $45,530 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,335 | $104,919-3.4% | $116,228-12.8% | $85,563+18.4% |
| Participation rate | 43.1% | 78.6%-35.5pp | 74.6%-31.5pp | 66.0%-22.9pp |
| Annual return | -40.84% | 15.38%-56.2pp | 90.06%-130.9pp | 31.51%-72.3pp |
| Employer contribution / active EE | $1,515 | $3,485-56.5% | $2,994-49.4% | $2,654-42.9% |
| Participant deferral / active EE | $3,587 | $5,306-32.4% | $4,953-27.6% | $4,375-18.0% |
| Admin fee / account holder | $365 | $429-14.9% | $11,989-97.0% | $834-56.3% |