Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC8+ years Filed as: GWN SECURITIES INC Service code 55 · EIN 65-0939556 | Other Commissions | $191,849 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,987 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,855 | $45,000+4.1% | $143,799-67.4% | $77,906-39.9% |
| Participation rate | 97.3% | 66.8%+30.4pp | 80.3%+17.0pp | 73.7%+23.6pp |
| Annual return | -13.98% | 29.03%-43.0pp | -0.04%-13.9pp | 12.16%-26.1pp |
| Employer contribution / active EE | $4,419 | $1,870+136.4% | $4,952-10.8% | $2,846+55.2% |
| Participant deferral / active EE | $13,240 | $3,157+319.4% | $5,638+134.8% | $4,805+175.5% |
| Admin fee / account holder | $9 | $98-90.8% | $14,677-99.9% | $133-93.1% |