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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-4554635 136 NORTH CHURCH ST · WEST CHESTER, PA 19380 | Advisory (Plan) | $36,659 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,872 | $122,219-21.6% | $147,096-34.8% | $199,921-52.0% |
| Participation rate | 99.9% | 78.3%+21.6pp | 82.2%+17.7pp | 72.0%+27.9pp |
| Annual return | 22.43% | 30.59%-8.2pp | 419.75%-397.3pp | 34.28%-11.9pp |
| Employer contribution / active EE | $10,794 | $4,096+163.5% | $4,936+118.7% | $3,035+255.6% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $27 | $179-84.8% | $13,005-99.8% | $269-89.9% |