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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $35,214 |
THE HAVERFORD TRUST COMPANY2 years Service code 26 3 RADNOR CORPORATE CENTER · RADNOR, PA 19087 | Advisory (Participants) | $26,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,756 | $62,928-70.2% | $172,753-89.1% | $67,582-72.2% |
| Participation rate | 81.9% | 64.5%+17.5pp | 82.6%-0.7pp | 71.3%+10.6pp |
| Annual return | 6.08% | 30.36%-24.3pp | 803.00%-796.9pp | 378.57%-372.5pp |
| Employer contribution / active EE | $574 | $1,636-64.9% | $5,144-88.8% | $2,148-73.3% |
| Participant deferral / active EE | $1,402 | $2,145-34.6% | $5,198-73.0% | $3,539-60.4% |
| Admin fee / account holder | $204 | $167+22.2% | $13,956-98.5% | $142+43.1% |