| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,174,023 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $350,774 |
Service code 28 · EIN 13-5581829 | Investment Management | $296,894 |
COWEN & COMPANY LLC2 years Service code 50 · EIN 84-1702964 | Direct Payment | $36,463 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $1,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,689 | $93,223+25.2% | $138,135-15.5% | $93,223+25.2% |
| Participation rate | 98.1% | 74.9%+23.2pp | 78.7%+19.4pp | 74.9%+23.2pp |
| Annual return | 13.52% | 19.29%-5.8pp | 20.51%-7.0pp | 19.29%-5.8pp |
| Employer contribution / active EE | $7,669 | $2,680+186.2% | $5,587+37.3% | $2,680+186.2% |
| Participant deferral / active EE | $6,975 | $4,563+52.9% | $6,431+8.5% | $4,563+52.9% |
| Admin fee / account holder | $165 | $79+108.3% | $11,856-98.6% | $79+108.3% |