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| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC6 years Service code 27 11440 N. JOG RD., · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $35,506 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,093 |
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 | $21,280 | $99,168-78.5% | $96,534-78.0% | $74,460-71.4% |
| Participation rate | 71.6% | 80.7%-9.1pp | 76.0%-4.4pp | 70.7%+0.8pp |
| Annual return | 15.90% | 22.40%-6.5pp | 25.88%-10.0pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,278 | $2,570-50.3% | $2,965-56.9% | $2,638-51.6% |
| Participant deferral / active EE | $2,006 | $4,936-59.4% | $4,851-58.6% | $4,530-55.7% |
| Admin fee / account holder | $140 | $225-37.6% | $8,253-98.3% | $348-59.7% |