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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $143,195 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $121,565 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $5,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,001 | $101,523+139.4% | $141,200+72.1% | $77,775+212.4% |
| Participation rate | 88.3% | 77.4%+10.9pp | 82.5%+5.8pp | 73.2%+15.1pp |
| Annual return | 23.37% | 56.22%-32.9pp | 71.41%-48.0pp | 32.58%-9.2pp |
| Employer contribution / active EE | $8,931 | $3,341+167.3% | $4,736+88.6% | $2,504+256.7% |
| Participant deferral / active EE | $10,710 | $6,434+66.5% | $6,710+59.6% | $3,966+170.1% |
| Admin fee / account holder | $86 | $92-5.8% | $10,265-99.2% | $100-13.8% |