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| Provider | Service type | Compensation |
|---|---|---|
Service code 63 · EIN 23-3038464 TEN PENN CENTER, 1801 MARKET STREET · PHILADELPHIA, PA 19103 | 12b-1 Fees | $366 |
Filed as: CHARLES SCHWAB Service code 33 1650 MARKET STREET SUITE #102 · PHILADELPHIA, PA 19103 | Securities brokerage | $19 |
ADVISOR RESOURCE COUNCIL5 years Filed as: ADVISOR TRUST Service code 33 · EIN 46-4091337 1185 IMMOKALEE ROAD, SUITE 120 · NAPLES, FL 34110 | Securities brokerage | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,581 | $102,385+278.6% | $147,080+163.5% | $80,935+378.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.68% | 135.09%-122.4pp | 420.17%-407.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $20,510 | $6,651+208.4% | $8,066+154.3% | $4,299+377.0% |
| Admin fee / account holder | $38,418 | $7,951+383.2% | $12,989+195.8% | $6,924+454.8% |