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| Provider | Service type | Compensation |
|---|---|---|
EVENSKY & KATZ WEALTH MANAGEMENT4+ years Service code 27 2333 PONCE DE LEON BLVD. SUITE 1100 · CORAL GABLES, LA 33134 | Advisory (Plan) | $33,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,589 | $58,093+401.9% | $80,022+264.4% | $56,289+418.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.9%-69.9pp |
| Annual return | -7.00% | 34.63%-41.6pp | 11.22%-18.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,176 | $1,933-39.1% | $2,468-52.3% | $2,111-44.3% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,857 | $623+198.3% | $6,521-71.5% | $521+256.5% |