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| Provider | Service type | Compensation |
|---|---|---|
WEST CAPITAL MANAGEMENT2+ years Service code 27 · EIN 23-2760718 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $49,547 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 5.89% | 4.69%+1.2pp | 5.44%+0.4pp | 4.56%+1.3pp |
| Employer contribution / active EE | $11,048 | $15,631-29.3% | $25,481-56.6% | $15,526-28.8% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |