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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVTMTS INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $3,426 |
THE HAVERFORD TRUST COMPANY1+ years Filed as: HAVERFORD TRUST CO Service code 33 3 RADNOR CORPORATE CENTER, STE 450 · RADNOR, PA 190874546 | Securities brokerage commissions and ... | $2,663 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $239 |
JANNEY MONTGOMERY SCOTT LLC1+ years Service code 33 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $261,705 | $75,832+245.1% | $147,617+77.3% | $59,633+338.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.10% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $19,756 | $3,485+466.9% | $5,564+255.0% | $2,203+796.9% |
| Participant deferral / active EE | $9,735 | $3,131+211.0% | $4,895+98.9% | $3,192+205.0% |
| Admin fee / account holder | $43 | $5,986-99.3% | $11,612-99.6% | $4,297-99.0% |