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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033 | Direct payment from the plan; Custodi... | $30,207 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $2,114 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $895 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,954 | $36,916+10.9% | $156,551-73.8% | $57,658-29.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 8.79% | 12.38%-3.6pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,371 | $1,571-12.7% | $5,501-75.1% | $1,974-30.5% |
| Participant deferral / active EE | $2,724 | $1,926+41.5% | $4,871-44.1% | $3,061-11.0% |
| Admin fee / account holder | $79 | $82-4.8% | $13,028-99.4% | $95-16.9% |