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| Provider | Service type | Compensation |
|---|---|---|
EVENSKY & KATZ WEALTH MANAGEMENT2+ years Service code 27 2333 PONCE DE LEON BLVD. SUITE 1100 · CORAL GABLES, LA 33134 | Advisory (Plan) | $29,620 |
Participant contribution per participant 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 | $25,634 | $56,640-54.7% | $78,002-67.1% | $55,167-53.5% |
| Participation rate | 97.4% | 73.3%+24.0pp | 75.5%+21.8pp | 69.0%+28.4pp |
| Annual return | 8.08% | 2868.48%-2860.4pp | 425.99%-417.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,374 | $1,724-20.3% | $2,470-44.4% | $1,963-30.0% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $149 | $467-68.1% | $5,481-97.3% | $504-70.5% |