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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 23-2329854 THREE RADNOR CORPORATE CENTER · RADNOR, PA 19087 | Bank Trustee | $21,820 |
TOWER BRIDGE ADVISORS8 years Filed as: TOWER BRIDGE ADVISORS, INC Service code 21 300 BAR HARBOR DRIVE, SUITE 705 · WEST CONSHOHOCKEN, PA 19428 | Bank Trustee | $21,634 |
Filed as: FIDUCIARY SERVICES GROUP LLC Service code 13 · EIN 82-2384824 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Contract Administrator | $18,989 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $522,281 | $101,672+413.7% | $147,117+255.0% | $74,478+601.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.78% | 8757.83%-8742.0pp | 420.54%-404.8pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $11,081 | $3,813+190.6% | $4,932+124.7% | $2,626+321.9% |
| Participant deferral / active EE | $11,980 | $7,305+64.0% | $8,065+48.5% | $4,350+175.4% |
| Admin fee / account holder | $411 | $1,753-76.6% | $12,993-96.8% | $1,946-78.9% |