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| Provider | Service type | Compensation |
|---|---|---|
THE HAVERFORD TRUST COMPANY10+ years Service code 26 · EIN 23-2329854 | Advisory (Participants) | $45,863 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,417 |
ABACUS PLANNING GROUP INC6 years Service code 26 · EIN 56-2074442 | Advisory (Participants) | $30,469 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $24,747 |
HIGHTOWER ADVISORS LLC1 year Service code 26 · EIN 36-4500709 | Advisory (Participants) | $17,335 |
KREISCHER MILLER7 years Service code 10 · EIN 23-1980475 | Accounting | $9,766 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 52 · EIN 94-3106735 | Indirect Investment Fees | $8,951 |
AT INVESTMENT ADVISERS INC4 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $7,949 |
Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $6,033 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,894 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,903 | $106,230+376.2% | $147,080+244.0% | $77,736+550.8% |
| Participation rate | 93.7% | 78.4%+15.3pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 16.90% | 56.91%-40.0pp | 420.17%-403.3pp | 31.26%-14.4pp |
| Employer contribution / active EE | $10,900 | $4,072+167.6% | $4,933+120.9% | $2,728+299.6% |
| Participant deferral / active EE | $13,373 | $8,001+67.2% | $8,066+65.8% | $4,651+187.6% |
| Admin fee / account holder | $523 | $338+54.5% | $12,989-96.0% | $433+20.6% |