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| Provider | Service type | Compensation |
|---|---|---|
WEST CAPITAL MANAGEMENT1+ years Service code 27 · EIN 23-2760718 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $58,350 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -2.46% | -1.73%-0.7pp | -3.43%+1.0pp | -7.14%+4.7pp |
| Employer contribution / active EE | $5,061 | $18,310-72.4% | $25,607-80.2% | $14,613-65.4% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |