Filed April 29, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOC. Service code 15 · EIN 16-1486454 | Recordkeeping | $197,846 |
Filed as: JP MORGAN CHASE BANK Service code 27 270 PARK AVENUE · NEW YORK, NY 10172 | Advisory (Plan) | $20,071 |
Filed as: BANK OF AMERICA, N.A. Service code 11 100 NORTH TRYON ST. · CHARLOTTE, NC 28255 | Actuarial | $19,664 |
FIDUCIARY MANAGEMENT, INC.4+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 27 · EIN 39-1346018 | Advisory (Plan) | $16,191 |
MHBT1 year Service code 17 · EIN 26-3237576 | Pension Consulting | $6,822 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 7.56% | 9.03%-1.5pp | 90.61%-83.1pp | 627.08%-619.5pp |
| Employer contribution / active EE | $75,874 | $13,843+448.1% | $32,730+131.8% | $18,824+303.1% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |