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| Provider | Service type | Compensation |
|---|---|---|
WILEN MANAGEMENT CO., INC.5 years Service code 28 · EIN 52-1452536 2360 WEST JOPPA ROAD · LUTHERVILLE, MD 21903 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,543 | $102,661-34.2% | $151,645-55.5% | $66,949+0.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -1.79% | -10.81%+9.0pp | 3.34%-5.1pp | 1.57%-3.4pp |
| Employer contribution / active EE | $2,336 | $4,184-44.2% | $6,165-62.1% | $2,545-8.2% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $302 | $630-52.1% | $11,614-97.4% | $594-49.2% |