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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.
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 | $138,891-85.8% | $185,441-89.4% | $65,191-69.8% |
| Participation rate | 31.8% | 74.2%-42.4pp | 80.3%-48.5pp | 63.0%-31.2pp |
| Annual return | 7.41% | 10.99%-3.6pp | 20.16%-12.8pp | 51.24%-43.8pp |
| Employer contribution / active EE | $0 | $3,142-100.0% | $4,672-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $0 | $3,459-100.0% | $6,152-100.0% | $2,671-100.0% |
| Admin fee / account holder | $143 | $864-83.5% | $17,890-99.2% | $907-84.2% |