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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST5 years Service code 18 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Investment management fees paid direc... | $198,956 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $413,919 | $98,766+319.1% | $149,730+176.4% | $79,852+418.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.90% | 27.43%-5.5pp | 276.70%-254.8pp | 31.72%-9.8pp |
| Employer contribution / active EE | $12,155 | $3,217+277.9% | $4,645+161.7% | $2,471+391.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,066 | $6,052-65.9% | $9,310-77.8% | $5,306-61.1% |