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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $386,243 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $382,193 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING IN Service code 16 · EIN 22-2232264 | Consulting | $90,000 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $15,750 |
Filed as: GWFS EQUITIES Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $10,263 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $218,282 | $124,049+76.0% | $95,968+127.5% | $93,223+134.1% |
| Participation rate | 99.2% | 88.4%+10.8pp | 77.1%+22.1pp | 74.9%+24.3pp |
| Annual return | 6.71% | 22.17%-15.5pp | 91.65%-84.9pp | 19.29%-12.6pp |
| Employer contribution / active EE | $6,400 | $3,478+84.0% | $2,542+151.8% | $2,680+138.8% |
| Participant deferral / active EE | $8,445 | $6,147+37.4% | $4,167+102.7% | $4,563+85.1% |
| Admin fee / account holder | $124 | $73+70.5% | $6,798-98.2% | $79+56.5% |