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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $44,493 |
THE HAVERFORD TRUST COMPANY3 years Service code 26 3 RADNOR CORPORATE CENTER · RADNOR, PA 19087 | Advisory (Participants) | $18,801 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,289 | $58,895-63.9% | $178,503-88.1% | $73,497-71.0% |
| Participation rate | 84.7% | 66.2%+18.5pp | 81.9%+2.8pp | 70.7%+14.0pp |
| Annual return | 2.80% | 24.86%-22.1pp | 151.12%-148.3pp | 28.51%-25.7pp |
| Employer contribution / active EE | $732 | $2,236-67.2% | $5,011-85.4% | $2,270-67.7% |
| Participant deferral / active EE | $1,683 | $2,567-34.4% | $5,202-67.7% | $3,740-55.0% |
| Admin fee / account holder | $231 | $400-42.3% | $13,987-98.3% | $513-55.0% |