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| Provider | Service type | Compensation |
|---|---|---|
MOMENTOUS WEALTH MANAGEMENT2 years Service code 27 · EIN 20-1915676 | Advisory (Plan) | $70,238 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,029 | $79,181+261.2% | $102,423+179.3% | $74,429+284.3% |
| Participation rate | 75.6% | 74.8%+0.8pp | 76.5%-0.9pp | 67.2%+8.4pp |
| Annual return | 9.46% | 54.97%-45.5pp | 29.42%-20.0pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $469 | $2,002-76.6% | $9,455-95.0% | $1,944-75.9% |