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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST, NATIONAL ASSOC Service code 21 · EIN 16-1486454 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $119,286 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $91,107 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $86,960 | $86,372+0.7% | $123,894-29.8% | $65,292+33.2% |
| Participation rate | 86.3% | 76.9%+9.4pp | 81.4%+4.9pp | 72.4%+13.9pp |
| Annual return | 19.09% | 11.27%+7.8pp | 47.52%-28.4pp | 11.84%+7.3pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,617-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $0 | $5,625-100.0% | $5,984-100.0% | $3,579-100.0% |
| Admin fee / account holder | $41 | $53-22.9% | $8,357-99.5% | $57-29.0% |