Filed October 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST, NA Service code 21 · EIN 23-3060382 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $10,764 |
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 | $83,238 | $70,002+18.9% | $115,038-27.6% | $52,331+59.1% |
| Participation rate | 99.0% | 72.1%+26.9pp | 81.4%+17.7pp | 68.1%+30.9pp |
| Annual return | -10.74% | 4.04%-14.8pp | 26.14%-36.9pp | 4.54%-15.3pp |
| Employer contribution / active EE | $16,009 | $2,715+489.7% | $4,608+247.4% | $1,882+750.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $51 | $566-90.9% | $8,175-99.4% | $592-91.3% |