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 |
|---|---|---|
MARIETTA WEALTH MANAGEMENT4+ years Filed as: MARIETTA WEALTH Service code 21 472 N SESSIONS ST. · MARIETTA, GA 30060 | Bank Trustee | $28,709 |
SWERDLIN & COMPANY1 year Service code 13 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Contract Administrator | $20,724 |
Filed as: PALMER PENSION SERVICES Service code 13 4343 SHALLOWFORD ROAD · MARIETTA, GA 30062 | Contract Administrator | $17,065 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,559 | $69,159-84.7% | $125,195-91.6% | $67,582-84.4% |
| Participation rate | 64.6% | 78.2%-13.6pp | 79.8%-15.2pp | 71.3%-6.7pp |
| Annual return | 3.55% | 27.12%-23.6pp | 43.79%-40.2pp | 378.57%-375.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,866-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $165 | $142+16.1% | $9,704-98.3% | $142+15.7% |