Filed January 24, 2025
| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 | Securities Custodian | $11,513 |
PGIM INVESTMENTS8 years Filed as: PGIM CORE PLUS BOND FUND Service code 51 · EIN 81-6705696 | Investment Mgmt Fees | $7,049 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | 5.06% | 10.02%-5.0pp | 35.16%-30.1pp | 9.89%-4.8pp |
| Employer contribution / active EE | $0 | $18,708-100.0% | $46,401-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |