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| Provider | Service type | Compensation |
|---|---|---|
WILEN MANAGEMENT CO., INC.6 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.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,608 | $130,294-42.7% | $170,043-56.1% | $71,511+4.3% |
| Participation rate | 93.0% | 86.2%+6.9pp | 87.0%+6.0pp | 67.9%+25.1pp |
| Annual return | 7.64% | 20.36%-12.7pp | 53.40%-45.8pp | 28.86%-21.2pp |
| Employer contribution / active EE | $2,174 | $4,385-50.4% | $6,790-68.0% | $2,589-16.0% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $311 | $966-67.8% | $12,824-97.6% | $1,588-80.4% |