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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1+ years Service code 15 · EIN 51-0099033 2800 N CENTRAL AVE 900 · PHOENIX, AZ 85004 | Recordkeeping | $3,961 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,129 | $38,925+5.7% | $73,836-44.3% | $55,191-25.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | -0.15% | 6.31%-6.5pp | 2268.06%-2268.2pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,098 | $1,695-35.2% | $2,787-60.6% | $1,899-42.1% |
| Participant deferral / active EE | $1,478 | $2,351-37.1% | $3,583-58.7% | $3,046-51.5% |
| Admin fee / account holder | $45 | $83-45.2% | $4,882-99.1% | $91-50.0% |