Filed February 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1+ years Service code 21 2800 NORTH CENTRAL AVE. · PHOENIX, AZ 85004 | Bank Trustee | $23,120 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 11 · EIN 13-3689044 | Actuarial | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $405,731-100.0% | $83,914-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 91.9%-91.9pp | 92.0%-92.0pp | 91.9%-91.9pp |
| Annual return | -14.69% | 4.30%-19.0pp | -12.56%-2.1pp | 4.30%-19.0pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $6,526-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $953-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $9,492-100.0% | $12,997-100.0% |