Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST3 years Service code 18 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Investment management; Investment man... | $160,642 |
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 | $245,689 | $77,816+215.7% | $123,552+98.9% | $64,173+282.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -0.45% | 12.49%-12.9pp | 119.20%-119.7pp | 7.63%-8.1pp |
| Employer contribution / active EE | $9,757 | $3,014+223.7% | $4,628+110.8% | $2,381+309.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,560 | $5,519-71.7% | $9,285-83.2% | $4,887-68.1% |