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| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC9+ years Filed as: GWN SECURITIES INC Service code 55 · EIN 65-0939556 | Other Commissions | $127,273 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,309 |
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 | $65,455 | $107,415-39.1% | $135,974-51.9% | $80,157-18.3% |
| Participation rate | 95.6% | 78.0%+17.6pp | 81.9%+13.7pp | 72.9%+22.7pp |
| Annual return | 23.13% | 91.99%-68.9pp | 68.30%-45.2pp | 40.39%-17.3pp |
| Employer contribution / active EE | $4,618 | $3,878+19.1% | $4,859-4.9% | $2,977+55.1% |
| Participant deferral / active EE | $13,625 | $8,189+66.4% | $7,760+75.6% | $5,015+171.7% |
| Admin fee / account holder | -$10 | $127-107.8% | $10,767-100.1% | $145-106.9% |