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| Provider | Service type | Compensation |
|---|---|---|
MARIETTA WEALTH MANAGEMENT5+ years Filed as: MARIETTA WEALTH Service code 21 472 N SESSIONS ST. · MARIETTA, GA 30060 | Bank Trustee | $29,093 |
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 | $9,901 | $78,419-87.4% | $133,978-92.6% | $73,412-86.5% |
| Participation rate | 59.7% | 78.6%-18.9pp | 79.8%-20.1pp | 72.2%-12.4pp |
| Annual return | -5.14% | 33.35%-38.5pp | 45.10%-50.2pp | 59.30%-64.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $84 | $161-47.7% | $8,930-99.1% | $158-46.6% |