Filed August 15, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $41,387 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $25,516 |
Service code 10 · EIN 38-2445537 | Accounting | $8,625 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $780 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Securities brokerage; Distribution (1... | $381 |
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 | $125,400 | $79,519+57.7% | $95,960+30.7% | $73,412+70.8% |
| Participation rate | 92.3% | 81.2%+11.1pp | 77.1%+15.2pp | 72.2%+20.1pp |
| Annual return | 15.84% | 19.20%-3.4pp | 91.63%-75.8pp | 59.30%-43.5pp |
| Employer contribution / active EE | $4,526 | $2,048+121.0% | $2,541+78.1% | $2,234+102.6% |
| Participant deferral / active EE | $7,271 | $4,138+75.7% | $4,167+74.5% | $3,806+91.0% |
| Admin fee / account holder | $89 | $184-52.0% | $6,797-98.7% | $158-43.9% |