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 MANAGMENT Service code 26 | Advisory (Participants) | $31,197 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,384 | $54,717+152.9% | $86,209+60.5% | $71,495+93.6% |
| Participation rate | 65.2% | 60.1%+5.1pp | 69.0%-3.7pp | 67.9%-2.7pp |
| Annual return | 14.28% | 20.07%-5.8pp | 1169.05%-1154.8pp | 28.85%-14.6pp |
| Employer contribution / active EE | $4,963 | $1,267+291.8% | $2,381+108.4% | $2,589+91.7% |
| Participant deferral / active EE | $5,263 | $3,110+69.2% | $3,986+32.0% | $4,291+22.7% |
| Admin fee / account holder | $663 | $1,922-65.5% | $6,853-90.3% | $1,588-58.3% |