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 | $79,003+104.0% | $100,398+60.5% | $74,400+116.6% |
| Participation rate | 98.2% | 79.5%+18.7pp | 81.5%+16.7pp | 67.2%+31.0pp |
| Annual return | 13.79% | 20.62%-6.8pp | 49.32%-35.5pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $5,649 | $3,015+87.4% | $3,946+43.2% | $2,624+115.3% |
| Participant deferral / active EE | $15,568 | $7,752+100.8% | $8,084+92.6% | $4,348+258.0% |
| Admin fee / account holder | $524 | $1,331-60.7% | $7,893-93.4% | $1,944-73.1% |