Filed January 24, 2025
| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS3 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 | Securities Custodian | $9,117 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $317,758-100.0% | $310,574-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 57.3%-57.3pp | 43.7%-43.7pp |
| Annual return | -1.71% | 8.10%-9.8pp | 8.04%-9.7pp | 13.05%-14.8pp |
| Employer contribution / active EE | $0 | $44,198-100.0% | $42,693-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |