Filed May 4, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON Service code 21 · EIN 04-2755549 | Bank Trustee | $699,515 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $116,835 |
WILMINGTON TRUST5 years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 81-2721934 | Bank Trustee | $32,679 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 7.28% | 9.98%-2.7pp | 12.68%-5.4pp | 22.81%-15.5pp |
| Employer contribution / active EE | $0 | $15,842-100.0% | $41,626-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |