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| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC1+ years Service code 27 11440 N. JOG RD., · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $6,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,448 | $62,324-67.2% | $68,509-70.2% | $55,191-63.0% |
| Participation rate | 48.3% | 78.9%-30.6pp | 74.7%-26.5pp | 69.2%-20.9pp |
| Annual return | 2.12% | 4.26%-2.1pp | 8.27%-6.1pp | 10.78%-8.7pp |
| Employer contribution / active EE | $1,254 | $2,223-43.6% | $2,278-45.0% | $1,899-34.0% |
| Participant deferral / active EE | $2,213 | $3,425-35.4% | $3,382-34.6% | $3,046-27.3% |
| Admin fee / account holder | $44 | $91-51.6% | $5,275-99.2% | $91-51.2% |