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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST7 years Service code 18 · EIN 16-1486454 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Investment management; Custodial (oth... | $214,020 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,297 | $82,674+329.8% | $125,381+183.4% | $68,486+418.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.86% | -5.97%-16.9pp | 572.31%-595.2pp | -7.85%-15.0pp |
| Employer contribution / active EE | $12,073 | $3,382+257.0% | $4,815+150.7% | $2,597+364.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,268 | $6,277-63.9% | $10,007-77.3% | $5,404-58.0% |