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| Provider | Service type | Compensation |
|---|---|---|
METTA WEALTH MANAGEMENT, LLC1+ years Service code 27 PO BOX 141898 · CORAL GABLES, FL 33114 | Advisory (Plan) | $36,822 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,610 |
GARCIA HAMILTON & ASSOCIATES1+ years Filed as: GARCIA-FIGUEROA & CO PAC Service code 10 C/GEORGETTI 74 · SAN JUAN, PR 00925 | Accounting | $8,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $45,735 | $72,177-36.6% | $115,038-60.2% | $59,633-23.3% |
| Participation rate | 54.1% | 72.6%-18.5pp | 81.4%-27.3pp | 68.7%-14.6pp |
| Annual return | 0.05% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $118 | $2,841-95.8% | $4,608-97.4% | $2,203-94.6% |
| Participant deferral / active EE | $3,100 | $4,783-35.2% | $6,026-48.6% | $3,192-2.9% |
| Admin fee / account holder | $322 | $4,927-93.5% | $8,175-96.1% | $4,297-92.5% |