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| Provider | Service type | Compensation |
|---|---|---|
THE HAVERFORD TRUST COMPANY4 years Service code 26 · EIN 23-2329854 | Advisory (Participants) | $7,205 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,036 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $612 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,773 | $101,499+68.3% | $147,005+16.2% | $74,546+129.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.35% | 8732.34%-8718.0pp | 418.76%-404.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $17,415 | $3,811+357.0% | $4,934+252.9% | $2,624+563.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $193 | $1,748-89.0% | $13,006-98.5% | $1,944-90.1% |