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| 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 | $45,123+67.7% | $85,240-11.2% | $74,478+1.6% |
| Participation rate | 81.7% | 49.4%+32.3pp | 67.5%+14.2pp | 67.2%+14.5pp |
| Annual return | 13.62% | 26.32%-12.7pp | 66.75%-53.1pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $3,132 | $1,459+114.7% | $2,735+14.5% | $2,626+19.2% |
| Participant deferral / active EE | $6,095 | $2,736+122.8% | $4,527+34.6% | $4,350+40.1% |
| Admin fee / account holder | $292 | $2,215-86.8% | $6,165-95.3% | $1,946-85.0% |