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| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC10+ years Filed as: GWN SECURITIES INC Service code 55 · EIN 65-0939556 | Other Commissions | $152,841 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,655 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,316 | $122,219-36.7% | $147,096-47.4% | $199,921-61.3% |
| Participation rate | 95.9% | 78.3%+17.6pp | 82.2%+13.7pp | 72.0%+23.9pp |
| Annual return | 17.38% | 30.59%-13.2pp | 419.75%-402.4pp | 34.28%-16.9pp |
| Employer contribution / active EE | $4,298 | $4,096+4.9% | $4,936-12.9% | $3,035+41.6% |
| Participant deferral / active EE | $13,003 | $8,503+52.9% | $8,071+61.1% | $5,089+155.5% |
| Admin fee / account holder | $2 | $179-99.1% | $13,005-100.0% | $269-99.4% |