Filed February 16, 2022
| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1+ years Service code 21 2800 NORTH CENTRAL AVE · PHOENIX, AZ 85004 | Bank Trustee | $114,009 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Service code 11 · EIN 13-3689044 | Actuarial | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -3.08% | -1.56%-1.5pp | -3.43%+0.3pp | 2.81%-5.9pp |
| Employer contribution / active EE | $1,846 | $14,048-86.9% | $25,607-92.8% | $16,358-88.7% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |