Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MASCAGNI WEALTH MANAGEMENT2 years Service code 27 205 E MAIN ST · CLINTON, MS 390564261 | Advisory (Plan) | $8,239 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,316 | $65,125-74.9% | $143,797-88.7% | $66,949-75.6% |
| Participation rate | 76.2% | 65.2%+11.0pp | 80.3%-4.1pp | 69.8%+6.4pp |
| Annual return | -20.06% | -11.13%-8.9pp | -0.04%-20.0pp | 1.57%-21.6pp |
| Employer contribution / active EE | $1,870 | $2,362-20.9% | $4,952-62.2% | $2,545-26.5% |
| Participant deferral / active EE | $3,925 | $2,920+34.4% | $5,638-30.4% | $4,239-7.4% |
| Admin fee / account holder | $105 | $503-79.2% | $14,679-99.3% | $594-82.4% |