Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CWM, LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $34,411 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,983 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $414 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,668 | $45,119+67.7% | $85,126-11.1% | $74,429+1.7% |
| Participation rate | 81.7% | 49.4%+32.3pp | 67.5%+14.2pp | 67.2%+14.5pp |
| Annual return | 13.62% | 26.28%-12.7pp | 66.63%-53.0pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $3,132 | $1,460+114.4% | $2,731+14.7% | $2,625+19.3% |
| Participant deferral / active EE | $6,095 | $2,738+122.6% | $4,523+34.8% | $4,348+40.2% |
| Admin fee / account holder | $292 | $2,214-86.8% | $6,160-95.3% | $1,944-85.0% |