Filed October 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST3+ years Filed as: WILMINGTON TRUST, NA Service code 21 · EIN 23-3060382 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Bank Trustee | $0 |
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 | $151,488 | $80,753+87.6% | $136,298+11.1% | $62,293+143.2% |
| Participation rate | 99.5% | 73.5%+26.0pp | 81.9%+17.6pp | 69.5%+30.0pp |
| Annual return | 70.19% | 35.83%+34.4pp | 5156.27%-5086.1pp | 28.90%+41.3pp |
| Employer contribution / active EE | $14,991 | $2,884+419.9% | $4,696+219.3% | $2,042+634.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $525-99.9% | $9,244-100.0% | $479-99.9% |