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 |
|---|---|---|
GWN SECURITIES, INC5 years Service code 27 11440 N. JOG RD · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $32,540 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,958 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,657 | $72,303-74.2% | $86,698-78.5% | $64,819-71.2% |
| Participation rate | 69.0% | 80.4%-11.5pp | 76.6%-7.6pp | 71.5%-2.5pp |
| Annual return | -16.16% | 392.77%-408.9pp | 35.95%-52.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $1,235 | $2,393-48.4% | $2,837-56.5% | $2,507-50.7% |
| Participant deferral / active EE | $1,899 | $4,660-59.2% | $4,656-59.2% | $4,311-55.9% |
| Admin fee / account holder | $143 | $174-17.8% | $7,493-98.1% | $188-23.8% |