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| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC7 years Service code 27 11440 N. JOG RD., · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $42,827 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,655 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,447 | $79,223-60.3% | $102,460-69.3% | $74,478-57.8% |
| Participation rate | 79.3% | 74.8%+4.6pp | 76.5%+2.8pp | 67.2%+12.1pp |
| Annual return | 11.45% | 54.98%-43.5pp | 29.47%-18.0pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $1,700 | $2,363-28.0% | $3,025-43.8% | $2,626-35.3% |
| Participant deferral / active EE | $2,746 | $4,417-37.8% | $5,056-45.7% | $4,350-36.9% |
| Admin fee / account holder | $230 | $2,003-88.5% | $9,460-97.6% | $1,946-88.2% |