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| Provider | Service type | Compensation |
|---|---|---|
MARIETTA WEALTH MANAGEMENT9+ years Filed as: MARIETTA WEALTH Service code 21 472 N SESSIONS ST. · MARIETTA, GA 30060 | Bank Trustee | $31,474 |
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 | $19,771 | $89,465-77.9% | $165,071-88.0% | $77,736-74.6% |
| Participation rate | 38.0% | 78.6%-40.6pp | 78.6%-40.6pp | 70.6%-32.6pp |
| Annual return | 22.10% | 28.86%-6.8pp | 70.17%-48.1pp | 31.26%-9.2pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,347-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $117 | $340-65.6% | $12,695-99.1% | $433-73.1% |