Filed May 4, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY7+ years Service code 21 · EIN 04-2755549 | Bank Trustee | $1,089,398 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $152,328 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 81-2721934 | Bank Trustee | $48,284 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | -0.19% | 11.84%-12.0pp | 8.95%-9.1pp | 13.24%-13.4pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |