Filed November 12, 2021 (most recent of 2 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 27 · EIN 16-1486454 | Advisory (Plan) | $39,134 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,968 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,150 | $79,045+103.9% | $100,378+60.5% | $74,429+116.5% |
| Participation rate | 98.2% | 79.4%+18.8pp | 81.5%+16.7pp | 67.2%+31.0pp |
| Annual return | 13.79% | 20.61%-6.8pp | 49.41%-35.6pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $5,649 | $3,015+87.3% | $3,942+43.3% | $2,625+115.2% |
| Participant deferral / active EE | $15,568 | $7,751+100.8% | $8,087+92.5% | $4,348+258.0% |
| Admin fee / account holder | $524 | $1,335-60.8% | $7,899-93.4% | $1,944-73.1% |