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| Provider | Service type | Compensation |
|---|---|---|
WEST CAPITAL MANAGEMENT3+ years Service code 27 · EIN 23-2760718 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $49,368 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 6.22% | 11.14%-4.9pp | 16.78%-10.6pp | 10.41%-4.2pp |
| Employer contribution / active EE | $43,902 | $14,043+212.6% | $26,328+66.7% | $14,691+198.8% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |