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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP8 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $49,400 |
Service code 10 · EIN 83-0414789 | Accounting | $25,850 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMP Service code 28 · EIN 32-0174431 | Investment Management | $17,592 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN RETIREMENT SERVICES CO. LLC Service code 15 · EIN 35-2134263 | Recordkeeping | $15,865 |
WILMINGTON TRUST9+ years Service code 21 · EIN 51-0055023 | Bank Trustee | $8,488 |
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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 | $37,118-100.0% | $250,986-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.6%-50.6pp | 12.4%-12.4pp |
| Annual return | 9.07% | 10.14%-1.1pp | 32.33%-23.3pp | 9.89%-0.8pp |
| Employer contribution / active EE | $10,946 | $16,236-32.6% | $33,956-67.8% | $14,313-23.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |