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| Provider | Service type | Compensation |
|---|---|---|
WILEN MANAGEMENT CO., INC.4 years Service code 28 · EIN 52-1452536 2360 WEST JOPPA ROAD · LUTHERVILLE, MD 21903 | Investment Management | $36,884 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,344 | $121,341-44.5% | $189,513-64.5% | $79,386-15.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 12.55% | 21.08%-8.5pp | 555.15%-542.6pp | 116.85%-104.3pp |
| Employer contribution / active EE | $2,273 | $3,915-41.9% | $6,162-63.1% | $2,427-6.4% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $463 | $651-28.9% | $12,045-96.2% | $626-26.1% |