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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $262,338 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $23,436 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $4,898 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $2,100 |
Filed as: J.P.MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,829 | $88,730+41.8% | $82,312+52.9% | $77,958+61.4% |
| Participation rate | 94.9% | 84.5%+10.3pp | 76.9%+18.0pp | 71.6%+23.2pp |
| Annual return | 12.21% | 20.88%-8.7pp | 25.88%-13.7pp | 20.87%-8.7pp |
| Employer contribution / active EE | $4,278 | $2,758+55.1% | $2,428+76.2% | $2,310+85.1% |
| Participant deferral / active EE | $10,656 | $4,634+129.9% | $3,706+187.5% | $3,537+201.3% |
| Admin fee / account holder | $67 | $74-8.9% | $5,608-98.8% | $97-30.8% |