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| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC3 years Service code 27 11440 N. JOG RD. · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $22,407 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,103 | $79,519-74.7% | $95,964-79.1% | $73,412-72.6% |
| Participation rate | 67.8% | 81.2%-13.4pp | 77.1%-9.3pp | 72.2%-4.4pp |
| Annual return | 16.67% | 19.20%-2.5pp | 91.64%-75.0pp | 59.30%-42.6pp |
| Employer contribution / active EE | $1,166 | $2,048-43.1% | $2,541-54.1% | $2,234-47.8% |
| Participant deferral / active EE | $1,989 | $4,138-51.9% | $4,167-52.3% | $3,806-47.8% |
| Admin fee / account holder | $117 | $184-36.6% | $6,797-98.3% | $158-25.9% |