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| Provider | Service type | Compensation |
|---|---|---|
EVENSKY & KATZ WEALTH MANAGEMENT11+ years Service code 27 2333 PONCE DE LEON BLVD. SUITE 1100 · CORAL GABLES, LA 33134 | Advisory (Plan) | $37,012 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,740 | $80,705-63.1% | $115,768-74.3% | $67,986-56.3% |
| Participation rate | 99.4% | 63.0%+36.5pp | 74.4%+25.0pp | 57.2%+42.2pp |
| Annual return | 14.05% | 18.49%-4.4pp | 100.46%-86.4pp | 31.67%-17.6pp |
| Employer contribution / active EE | $559 | $2,046-72.7% | $2,940-81.0% | $2,019-72.3% |
| Participant deferral / active EE | $0 | $3,559-100.0% | $4,917-100.0% | $3,358-100.0% |
| Admin fee / account holder | $157 | $4,135-96.2% | $12,439-98.7% | $3,203-95.1% |