Retirement plan

THE COLLEGE OF PHYSICIANS OF PHILADELPHIA 403B TAX DEFERRED ANNUITY PLAN

Name: THE COLLEGE OF PHYSICIANS OF PHILADELPHIA - THE COLLEGE OF PHYSICIANS OF PHILADELPHIA 403B TAX DEFERRED ANNUITY PLAN (2025) Form 5500
Creator: THE COLLEGE OF PHYSICIANS OF PHILADELPHIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COLLEGE OF PHYSICIANS OF PHILADELPHIA 403B TAX DEFERRED ANNUITY PLAN, THE COLLEGE OF PHYSICIANS OF PHILADELPHIA

THE COLLEGE OF PHYSICIANS OF PHILADELPHIAEIN 23-1352670Plan #003PY 2025

19 S 22ND ST - PHILADELPHIA, PA 19103215-399-2337collegeofphysicians.orgLinkedIn11-50 employeesmuseums and institutions

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.9M

+17.7% from 2024

Total participants

-15.2% from 2024

Average account balance

$62,237

+43.9% from 2024

Annual return

11.19%

-2.11 pp from 2024

Benchmarks

See 2,531 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,531 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.92M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$62K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$403K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.19%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2928

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$184K

$3843 / participant

Other / not subdivided$184K100.0%

% of EOY assets

4.704%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,237

$52,353+18.9%

$120,225-48.2%

$82,448-24.5%

Participation rate

91.7%

58.3%+33.4pp

69.6%+22.1pp

68.1%+23.6pp

Annual return

11.19%

61.85%-50.7pp

439.23%-428.0pp

41.64%-30.5pp

Employer contribution / active EE

$4,088

$1,510+170.7%

$3,475+17.6%

$2,551+60.3%

Participant deferral / active EE

$4,302

$2,627+63.8%

$3,999+7.6%

$4,139+3.9%

Admin fee / account holder

$2,928

$4,363-32.9%

$5,696-48.6%

$7,234-59.5%

THE COLLEGE OF PHYSICIANS OF PHILADELPHIA 403B TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COLLEGE OF PHYSICIANS OF PHILADELPHIA 403B TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion