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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.
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 | $148,584-86.7% | $216,567-90.9% | $69,255-71.5% |
| Participation rate | 31.8% | 77.0%-45.2pp | 81.6%-49.9pp | 69.0%-37.3pp |
| Annual return | 7.41% | 8.62%-1.2pp | 12.94%-5.5pp | 26.73%-19.3pp |
| Employer contribution / active EE | $0 | $3,404-100.0% | $5,216-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $6,191-100.0% | $2,890-100.0% |
| Admin fee / account holder | $143 | $791-81.9% | $21,981-99.3% | $733-80.5% |