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| Provider | Service type | Compensation |
|---|---|---|
MARIETTA WEALTH MANAGEMENT8+ years Filed as: MARIETTA WEALTH Service code 21 472 N SESSIONS ST. · MARIETTA, GA 30060 | Bank Trustee | $28,157 |
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 | $16,710 | $91,406-81.7% | $130,062-87.2% | $74,473-77.6% |
| Participation rate | 45.8% | 77.8%-32.0pp | 78.5%-32.7pp | 70.7%-24.9pp |
| Annual return | -2.92% | 23.21%-26.1pp | -137.37%+134.4pp | 34.36%-37.3pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,322-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $103 | $283-63.8% | $10,601-99.0% | $347-70.5% |