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| Provider | Service type | Compensation |
|---|---|---|
THE HAVERFORD TRUST COMPANY1+ years Service code 26 · EIN 23-2329854 | Advisory (Participants) | $38,959 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,801 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $10,344 |
MERCER1+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3227877 | Advisory (Participants) | $6,740 |
Filed as: GW&K INVESTMENT MANAGEMENT LLC Service code 26 · EIN 80-0250512 | Advisory (Participants) | $5,973 |
THOMASPARTNERS INC1+ years Service code 26 · EIN 04-2489016 | Advisory (Participants) | $5,861 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $305,923 | $88,324+246.4% | $115,037+165.9% | $55,191+454.3% |
| Participation rate | 85.9% | 72.5%+13.4pp | 81.4%+4.6pp | 69.2%+16.8pp |
| Annual return | -1.08% | 6.30%-7.4pp | 26.14%-27.2pp | 10.78%-11.9pp |
| Employer contribution / active EE | $8,035 | $2,805+186.5% | $4,608+74.4% | $1,899+323.2% |
| Participant deferral / active EE | $8,461 | $5,042+67.8% | $6,026+40.4% | $3,046+177.7% |
| Admin fee / account holder | $345 | $105+227.8% | $8,175-95.8% | $91+280.5% |