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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 | $122,128-21.5% | $147,117-34.8% | $200,096-52.1% |
| Participation rate | 99.9% | 78.2%+21.7pp | 82.2%+17.7pp | 72.0%+27.9pp |
| Annual return | 22.43% | 30.58%-8.2pp | 420.54%-398.1pp | 34.26%-11.8pp |
| Employer contribution / active EE | $10,794 | $4,093+163.8% | $4,932+118.8% | $3,038+255.4% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $27 | $180-84.9% | $12,993-99.8% | $269-89.9% |