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| Provider | Service type | Compensation |
|---|---|---|
MASCAGNI WEALTH MANAGEMENT3 years Service code 27 205 E MAIN ST · CLINTON, MS 390564261 | Advisory (Plan) | $12,244 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,327 | $61,356-60.4% | $149,696-83.7% | $71,511-66.0% |
| Participation rate | 76.0% | 62.5%+13.5pp | 78.8%-2.8pp | 67.9%+8.1pp |
| Annual return | 26.98% | 35.86%-8.9pp | 134.46%-107.5pp | 28.86%-1.9pp |
| Employer contribution / active EE | $1,909 | $2,382-19.8% | $4,821-60.4% | $2,589-26.3% |
| Participant deferral / active EE | $4,013 | $2,920+37.5% | $5,682-29.4% | $4,291-6.5% |
| Admin fee / account holder | $127 | $1,263-90.0% | $13,212-99.0% | $1,588-92.0% |