Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES1 year Service code 16 · EIN 36-3485298 | Consulting | $82,170 |
WILMINGTON TRUST5+ years Service code 21 · EIN 51-0179618 | Bank Trustee | $37,309 |
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 18.18% | 15.61%+2.6pp | 20.73%-2.5pp | 53.27%-35.1pp |
| Employer contribution / active EE | $11,426 | $10,773+6.1% | $36,503-68.7% | $14,774-22.7% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |