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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $72,045 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,683 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,518 | $71,142+42.7% | $119,609-15.1% | $64,808+56.6% |
| Participation rate | 31.4% | 78.6%-47.2pp | 79.3%-47.9pp | 71.5%-40.1pp |
| Annual return | -17.25% | -10.01%-7.2pp | -14.97%-2.3pp | 32.82%-50.1pp |
| Employer contribution / active EE | $1,231 | $2,497-50.7% | $4,232-70.9% | $2,506-50.9% |
| Participant deferral / active EE | $2,168 | $4,490-51.7% | $5,602-61.3% | $4,310-49.7% |
| Admin fee / account holder | $216 | $162+33.5% | $10,323-97.9% | $188+15.3% |