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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FIDUCIARY CO Service code 15 · EIN 26-3523944 34 EXCHANGE PLACE · JERSEY CITY, NJ 07311 | Recordkeeping | $349,860 |
HILLTOP SECURITIES INC.1+ years Filed as: HILLTOP SECURITIES INC Service code 26 · EIN 75-1382137 1201 ELM STREET · DALLAS, TX 75270 | Advisory (Participants) | $101,282 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 ONE NORTH JEFFERSON STREET · ST LOUIS, MO 63103 | Advisory (Participants) | $34,126 |
PREMIER PENSION SOLUTIONS, LLC1+ years Filed as: PREMIER PENSION SOLUTIONS Service code 14 · EIN 20-2274261 P.O. BOX 7247 · WACO, TX 76714 | Plan Administrator | $7,736 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,694 | $88,324+25.3% | $115,038-3.8% | $55,191+100.6% |
| Participation rate | 91.6% | 72.5%+19.1pp | 81.4%+10.3pp | 69.2%+22.5pp |
| Annual return | 0.32% | 6.30%-6.0pp | 26.14%-25.8pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,658 | $2,805-5.3% | $4,608-42.3% | $1,899+40.0% |
| Participant deferral / active EE | $9,899 | $5,042+96.3% | $6,026+64.3% | $3,046+224.9% |
| Admin fee / account holder | $798 | $105+657.0% | $8,175-90.2% | $91+778.8% |