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| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC3+ years Filed as: GWN SECURITIES INC Service code 55 11440 N JOG RD · PALM BCH GDNS, FL 33418 | Other Commissions | $37,844 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,763 |
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 | $28,976 | $46,173-37.2% | $170,435-83.0% | $69,631-58.4% |
| Participation rate | 94.0% | 63.9%+30.1pp | 83.6%+10.4pp | 70.7%+23.3pp |
| Annual return | 38.34% | 21.62%+16.7pp | 205.94%-167.6pp | 27571.02%-27532.7pp |
| Employer contribution / active EE | $2,498 | $1,610+55.2% | $5,432-54.0% | $2,032+22.9% |
| Participant deferral / active EE | $6,646 | $2,080+219.5% | $4,939+34.6% | $3,224+106.2% |
| Admin fee / account holder | $3 | $116-97.1% | $13,881-100.0% | $110-96.9% |