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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2 years Service code 18 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Custodial (other than securities); In... | $147,696 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,205 | $85,766+176.6% | $136,298+74.0% | $70,126+238.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 23.12% | 31.46%-8.3pp | 5156.27%-5133.2pp | 73.15%-50.0pp |
| Employer contribution / active EE | $9,992 | $2,966+236.9% | $4,696+112.8% | $2,343+326.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,420 | $5,421-73.8% | $9,244-84.6% | $4,645-69.4% |