Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JFS WEALTH ADVISORS3 years Service code 16 · EIN 20-8161914 2005 S. EASTON ROAD · DOYLESTOWN, PA 18901 | Consulting | $27,654 |
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $25,878 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,494 | $101,539+22.6% | $147,041-15.3% | $74,400+67.3% |
| Participation rate | 90.4% | 75.5%+14.9pp | 82.2%+8.2pp | 67.2%+23.2pp |
| Annual return | 15.05% | 8740.84%-8725.8pp | 419.21%-404.2pp | 1367.51%-1352.5pp |
| Employer contribution / active EE | $2,563 | $3,811-32.7% | $4,935-48.1% | $2,624-2.3% |
| Participant deferral / active EE | $8,937 | $7,304+22.4% | $8,071+10.7% | $4,348+105.5% |
| Admin fee / account holder | $531 | $1,749-69.7% | $13,006-95.9% | $1,944-72.7% |