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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST10+ years Service code 21 · EIN 16-1486454 | Bank Trustee | $86,851 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $32,190 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $280,286-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 11.1%-11.1pp | 10.4%-10.4pp |
| Annual return | 12.16% | 9.31%+2.8pp | 3.16%+9.0pp | 9.31%+2.8pp |
| Employer contribution / active EE | $2,870 | $13,179-78.2% | $21,438-86.6% | $13,179-78.2% |
| Participant deferral / active EE | $0 | $193-100.0% | $0 | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |