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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 | $101,591+414.1% | $147,096+255.1% | $74,429+601.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.78% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $11,081 | $3,813+190.6% | $4,936+124.5% | $2,625+322.2% |
| Participant deferral / active EE | $11,980 | $7,302+64.1% | $8,071+48.4% | $4,348+175.5% |
| Admin fee / account holder | $411 | $1,750-76.5% | $13,005-96.8% | $1,944-78.9% |