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| Provider | Service type | Compensation |
|---|---|---|
MASCAGNI WEALTH MANAGEMENT4 years Service code 27 205 E MAIN ST · CLINTON, MS 390564261 | Advisory (Plan) | $17,442 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,839 | $55,470-44.4% | $155,556-80.2% | $74,478-58.6% |
| Participation rate | 74.8% | 61.9%+12.9pp | 78.2%-3.4pp | 67.2%+7.6pp |
| Annual return | 14.99% | 269.80%-254.8pp | 64.84%-49.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $1,853 | $2,267-18.3% | $4,675-60.4% | $2,626-29.5% |
| Participant deferral / active EE | $3,934 | $2,838+38.6% | $5,631-30.1% | $4,350-9.6% |
| Admin fee / account holder | $157 | $1,744-91.0% | $15,885-99.0% | $1,946-91.9% |