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 |
|---|---|---|
GWM ADVISORS LLC1 year Service code 99 · EIN 46-0854203 | Other Fees | $6,846 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,834 | $78,275-74.7% | $109,173-81.8% | $86,821-77.2% |
| Participation rate | 22.4% | 73.8%-51.5pp | 75.9%-53.5pp | 72.3%-49.9pp |
| Annual return | 21.63% | 19.14%+2.5pp | 25.75%-4.1pp | 97.94%-76.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,723-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,088 | $3,641-70.1% | $4,654-76.6% | $4,132-73.7% |
| Admin fee / account holder | $13 | $198-93.4% | $6,755-99.8% | $170-92.3% |