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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 63 1801 MARKET STREET · PHILADELPHIA, PA 19102 | 12b-1 Fees | $2,499 |
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 | $56,060 | $54,380+3.1% | $68,509-18.2% | $59,633-6.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -1.00% | 2.83%-3.8pp | 8.27%-9.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $4,913 | $1,539+219.3% | $2,278+115.7% | $2,203+123.0% |
| Participant deferral / active EE | $3,570 | $2,643+35.1% | $3,382+5.5% | $3,192+11.9% |
| Admin fee / account holder | $44 | $3,885-98.9% | $5,275-99.2% | $4,297-99.0% |