Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES5 years Service code 16 300 S HIGH STREET · WEST CHESTER, PA 19382 | Consulting | $114,453 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST, NATIONAL ASSOC Service code 21 · EIN 16-1486454 | Bank Trustee | $55,428 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 13.89% | 18.04%-4.1pp | 32.33%-18.4pp | 37.77%-23.9pp |
| Employer contribution / active EE | $0 | $10,357-100.0% | $33,964-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |