Filed May 4, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON Service code 21 · EIN 04-2755549 | Bank Trustee | $833,969 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $165,780 |
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 81-2721934 | Bank Trustee | $15,745 |
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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 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -23.04% | -0.56%-22.5pp | -3.21%-19.8pp | 39.77%-62.8pp |
| Employer contribution / active EE | $0 | $21,553-100.0% | $46,051-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |