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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 | Advisory (Participants) | $6,124 |
Service code 26 660 AMERICAN AVE STE101 · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $6,084 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,379 | $98,776-63.2% | $149,745-75.7% | $79,856-54.4% |
| Participation rate | 94.5% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+24.9pp |
| Annual return | 17.60% | 27.38%-9.8pp | 276.72%-259.1pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,683 | $3,217-16.6% | $4,646-42.2% | $2,471+8.6% |
| Participant deferral / active EE | $7,334 | $5,681+29.1% | $6,843+7.2% | $3,741+96.1% |
| Admin fee / account holder | $88 | $6,053-98.5% | $9,312-99.1% | $5,306-98.3% |