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| Provider | Service type | Compensation |
|---|---|---|
THE HAVERFORD TRUST COMPANY3 years Service code 26 · EIN 23-2329854 | Advisory (Participants) | $6,251 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $513 |
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 | $142,241 | $91,439+55.6% | $135,974+4.6% | $71,511+98.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.83% | 29.90%-13.1pp | 68.30%-51.5pp | 28.86%-12.0pp |
| Employer contribution / active EE | $15,970 | $3,705+331.1% | $4,859+228.7% | $2,589+516.8% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $191 | $1,267-84.9% | $10,767-98.2% | $1,588-88.0% |