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| Provider | Service type | Compensation |
|---|---|---|
THE HAVERFORD TRUST COMPANY6+ years Service code 26 · EIN 23-2329854 | Advisory (Participants) | $40,099 |
THE BRYN MAWR TRUST COMPANY3 years Service code 26 · EIN 23-0441580 | Advisory (Participants) | $29,175 |
ABACUS PLANNING GROUP INC2 years Service code 26 · EIN 56-2074442 | Advisory (Participants) | $21,536 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $19,606 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,092 |
MERCER6+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $17,876 |
FINANCIAL ARCHITECTS INC4 years Service code 26 · EIN 22-2921395 | Advisory (Participants) | $9,690 |
KREISCHER MILLER3 years Service code 10 · EIN 23-1980475 | Accounting | $8,966 |
Filed as: GW&K INVESTMENT MANAGEMENT LLC Service code 26 · EIN 80-0250512 | Advisory (Participants) | $8,117 |
Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $6,314 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $428,009 | $100,801+324.6% | $149,715+185.9% | $73,412+483.0% |
| Participation rate | 95.1% | 77.7%+17.5pp | 82.5%+12.7pp | 72.2%+23.0pp |
| Annual return | 16.37% | 265.34%-249.0pp | 276.66%-260.3pp | 59.30%-42.9pp |
| Employer contribution / active EE | $8,495 | $3,312+156.5% | $4,645+82.9% | $2,234+280.3% |
| Participant deferral / active EE | $9,936 | $6,404+55.1% | $6,842+45.2% | $3,806+161.1% |
| Admin fee / account holder | $494 | $181+173.1% | $9,310-94.7% | $158+212.7% |