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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 | $116,081-83.0% | $156,181-87.4% | $79,634-75.3% |
| Participation rate | 31.8% | 75.6%-43.8pp | 78.8%-47.0pp | 62.5%-30.7pp |
| Annual return | 7.41% | 15.89%-8.5pp | 64.87%-57.5pp | 36.46%-29.1pp |
| Employer contribution / active EE | $0 | $2,828-100.0% | $4,294-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $0 | $4,584-100.0% | $6,132-100.0% | $3,835-100.0% |
| Admin fee / account holder | $143 | $854-83.3% | $14,586-99.0% | $1,002-85.7% |