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| Provider | Service type | Compensation |
|---|---|---|
Service code 63 1801 MARKET STREET · PHILADELPHIA, PA 19102 | 12b-1 Fees | $14,387 |
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 | $97,724 | $67,411+45.0% | $91,004+7.4% | $70,126+39.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | -6.45% | -40.16%+33.7pp | 4.60%-11.0pp | 73.15%-79.6pp |
| Employer contribution / active EE | $4,657 | $1,786+160.8% | $2,456+89.7% | $2,343+98.8% |
| Participant deferral / active EE | $5,766 | $2,823+104.3% | $3,548+62.5% | $3,332+73.1% |
| Admin fee / account holder | $194 | $4,236-95.4% | $5,417-96.4% | $4,645-95.8% |