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| Provider | Service type | Compensation |
|---|---|---|
EVENSKY & KATZ WEALTH MANAGEMENT1+ years Service code 27 2333 PONCE DE LEON BLVD. SUITE 1100 · CORAL GABLES, LA 33134 | Advisory (Plan) | $28,832 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,742 | $53,412-51.8% | $68,509-62.4% | $52,331-50.8% |
| Participation rate | 97.2% | 71.7%+25.5pp | 74.7%+22.4pp | 68.1%+29.1pp |
| Annual return | -1.78% | 3.42%-5.2pp | 8.27%-10.1pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,418 | $1,607-11.7% | $2,278-37.7% | $1,882-24.6% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $160 | $461-65.2% | $5,275-97.0% | $592-72.9% |