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| Provider | Service type | Compensation |
|---|---|---|
DOMANI WEALTH LLC6 years Filed as: DOMANI WEALTH Service code 28 · EIN 47-2424156 | Investment Management | $18,311 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -8.20% | -3.51%-4.7pp | -5.16%-3.0pp | -5.25%-3.0pp |
| Employer contribution / active EE | $3,269 | $11,313-71.1% | $31,020-89.5% | $15,161-78.4% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |