Filed December 18, 2018 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE SWARTHMORE GROUP1+ years Filed as: SWARTHMORE COLLEGE Service code 14 · EIN 23-1352683 | Plan Administrator | $88,434 |
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 | $145,386 | $112,772+28.9% | $57,357+153.5% | $59,188+145.6% |
| Participation rate | 96.2% | 71.3%+24.8pp | 75.1%+21.1pp | 69.4%+26.7pp |
| Annual return | 1.18% | 0.85%+0.3pp | 24.41%-23.2pp | 5.51%-4.3pp |
| Employer contribution / active EE | $4,881 | $3,400+43.5% | $2,689+81.5% | $2,098+132.6% |
| Participant deferral / active EE | $4,261 | $3,010+41.6% | $3,162+34.8% | $3,265+30.5% |
| Admin fee / account holder | $46 | $144-68.3% | $3,357-98.6% | $92-50.5% |