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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $10,117 |
CADARET GRANT & CO INC1 year Service code 27 · EIN 22-2361254 | Advisory (Plan) | $8,958 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,719 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $37,185 | $76,112-51.1% | $96,534-61.5% | $71,511-48.0% |
| Participation rate | 71.4% | 74.4%-3.0pp | 76.0%-4.6pp | 67.9%+3.4pp |
| Annual return | 10.69% | 22.81%-12.1pp | 25.88%-15.2pp | 28.86%-18.2pp |
| Employer contribution / active EE | $98 | $2,248-95.6% | $2,965-96.7% | $2,589-96.2% |
| Participant deferral / active EE | $2,001 | $4,217-52.5% | $4,851-58.7% | $4,291-53.4% |
| Admin fee / account holder | $97 | $2,708-96.4% | $8,253-98.8% | $1,588-93.9% |