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| Provider | Service type | Compensation |
|---|---|---|
THE HAVERFORD TRUST COMPANY2 years Service code 26 · EIN 23-2329854 | Advisory (Participants) | $7,661 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $689 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,695 | $84,493+40.5% | $125,381-5.3% | $66,938+77.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.17% | -8.49%-8.7pp | 572.31%-589.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $16,656 | $3,554+368.7% | $4,815+245.9% | $2,545+554.4% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $184 | $685-73.2% | $10,007-98.2% | $594-69.1% |