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| Provider | Service type | Compensation |
|---|---|---|
MARIETTA WEALTH MANAGEMENT10+ years Filed as: MARIETTA WEALTH Service code 21 472 N SESSIONS ST UNIT 24 · MARIETTA, GA 30060 | Bank Trustee | $35,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,705 | $130,795-84.9% | $173,730-88.7% | $64,728-69.6% |
| Participation rate | 31.8% | 69.9%-38.1pp | 79.6%-47.8pp | 57.9%-26.1pp |
| Annual return | 7.41% | 13.01%-5.6pp | 19.96%-12.5pp | 49.38%-42.0pp |
| Employer contribution / active EE | $0 | $2,914-100.0% | $4,577-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $0 | $3,477-100.0% | $6,326-100.0% | $2,729-100.0% |
| Admin fee / account holder | $143 | $1,356-89.5% | $17,523-99.2% | $1,145-87.5% |