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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 | $45,043+68.0% | $85,063-11.0% | $74,400+1.7% |
| Participation rate | 81.7% | 49.4%+32.3pp | 67.5%+14.2pp | 67.2%+14.5pp |
| Annual return | 13.62% | 26.26%-12.6pp | 66.54%-52.9pp | 1367.51%-1353.9pp |
| Employer contribution / active EE | $3,132 | $1,458+114.8% | $2,727+14.8% | $2,624+19.3% |
| Participant deferral / active EE | $6,095 | $2,733+123.0% | $4,523+34.8% | $4,348+40.2% |
| Admin fee / account holder | $292 | $2,210-86.8% | $6,155-95.3% | $1,944-85.0% |