Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC1 year Filed as: GWN SECURITIES Service code 15 · EIN 65-0939556 11440 N. JOG RD., SUITE 101 · PALM BEACH GARDENS, FL 33418 | Recordkeeping | $58,406 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, LLC Service code 60 · EIN 74-2715820 400 AUSTIN AVE, SUITE 1200 · WACO, TX 76701 | Sub-TA Fees | $43,200 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 15 · EIN 31-1332744 6125 MEMORIAL DR · DUBLIN, OH 43017 | Recordkeeping | $12,052 |
Filed as: RELIASTAR LIFE INSURANCE Service code 64 · EIN 41-0451140 2000 21ST AVE NW · MINOT, ND 76701 | Recordkeeping Fees | $8,973 |
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 | $37,607 | $58,264-35.5% | $86,617-56.6% | $71,495-47.4% |
| Participation rate | 96.7% | 65.0%+31.7pp | 71.7%+25.0pp | 67.9%+28.7pp |
| Annual return | 12.76% | 21.63%-8.9pp | 591.91%-579.2pp | 28.85%-16.1pp |
| Employer contribution / active EE | $2,848 | $2,574+10.6% | $3,023-5.8% | $2,589+10.0% |
| Participant deferral / active EE | $2,804 | $3,436-18.4% | $4,437-36.8% | $4,291-34.6% |
| Admin fee / account holder | $269 | $1,057-74.6% | $5,613-95.2% | $1,588-83.1% |