Filed May 4, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $337,813 |
WILMINGTON TRUST6 years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 81-2721934 | Bank Trustee | $28,700 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | -1.91% | 8.17%-10.1pp | 9.17%-11.1pp | 7.65%-9.6pp |
| Employer contribution / active EE | $33,203 | $16,702+98.8% | $40,523-18.1% | $20,582+61.3% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |