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| Provider | Service type | Compensation |
|---|---|---|
PRW WEALTH MANAGEMENT3+ years Service code 27 1 PINE HILL DRIVE, SUITE 502 · QUINCY, MA 02169 | Advisory (Plan) | $135,215 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,247 | $42,901+5.5% | $91,225-50.4% | $64,814-30.2% |
| Participation rate | 94.5% | 68.1%+26.4pp | 73.2%+21.3pp | 71.5%+23.1pp |
| Annual return | -14.37% | -13.53%-0.8pp | 114.10%-128.5pp | 32.84%-47.2pp |
| Employer contribution / active EE | $947 | $1,571-39.7% | $2,851-66.8% | $2,507-62.2% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,234-100.0% | $4,310-100.0% |
| Admin fee / account holder | $240 | $131+82.7% | $5,422-95.6% | $188+27.5% |