| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $170,144 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 16 · EIN 84-1532243 | Consulting | $17,623 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Securities brokerage; Shareholder ser... | $125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,663 | $127,481-46.1% | $149,751-54.1% | $90,274-23.9% |
| Participation rate | 84.5% | 78.2%+6.3pp | 82.5%+2.0pp | 73.4%+11.1pp |
| Annual return | 17.19% | 57.78%-40.6pp | 276.71%-259.5pp | 53.97%-36.8pp |
| Employer contribution / active EE | $2,898 | $3,448-15.9% | $4,646-37.6% | $2,523+14.8% |
| Participant deferral / active EE | $6,550 | $6,975-6.1% | $6,843-4.3% | $4,231+54.8% |
| Admin fee / account holder | $49 | $152-67.7% | $9,312-99.5% | $114-57.1% |