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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-4554635 136 NORTH CHURCH ST · WEST CHESTER, PA 19380 | Advisory (Plan) | $31,234 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,710 | $107,415-27.7% | $135,998-42.9% | $80,187-3.1% |
| Participation rate | 98.2% | 78.0%+20.1pp | 81.9%+16.2pp | 72.9%+25.2pp |
| Annual return | 25.05% | 91.99%-66.9pp | 68.37%-43.3pp | 40.40%-15.3pp |
| Employer contribution / active EE | $9,182 | $3,878+136.8% | $4,860+88.9% | $2,980+208.2% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $24 | $127-80.9% | $10,769-99.8% | $145-83.3% |