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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST FIDUCIARY CO Service code 15 · EIN 26-3523944 34 EXCHANGE PLACE · JERSEY CITY, NJ 07311 | Recordkeeping | $330,316 |
HILLTOP SECURITIES INC.2+ years Filed as: HILLTOP SECURITIES INC Service code 26 · EIN 75-1382137 1201 ELM STREET · DALLAS, TX 75270 | Advisory (Participants) | $127,169 |
PREMIER PENSION SOLUTIONS, LLC2+ years Filed as: PREMIER PENSION SOLUTIONS Service code 14 · EIN 20-2274261 P.O. BOX 7247 · WACO, TX 76714 | Plan Administrator | $7,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,883 | $80,177+38.3% | $123,894-10.5% | $57,658+92.3% |
| Participation rate | 91.3% | 74.4%+16.8pp | 81.4%+9.8pp | 70.2%+21.0pp |
| Annual return | 5.67% | 17.90%-12.2pp | 47.52%-41.8pp | 5.13%+0.5pp |
| Employer contribution / active EE | $2,475 | $2,913-15.0% | $4,617-46.4% | $1,974+25.4% |
| Participant deferral / active EE | $9,085 | $5,130+77.1% | $5,984+51.8% | $3,061+196.8% |
| Admin fee / account holder | $739 | $106+594.9% | $8,357-91.2% | $95+681.5% |