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| Provider | Service type | Compensation |
|---|---|---|
EVENSKY & KATZ WEALTH MANAGEMENT8+ years Service code 27 2333 PONCE DE LEON BLVD. SUITE 1100 · CORAL GABLES, LA 33134 | Advisory (Plan) | $35,100 |
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 | $20,180 | $72,620-72.2% | $90,760-77.8% | $66,938-69.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -12.49% | -12.28%-0.2pp | -12.16%-0.3pp | 1.58%-14.1pp |
| Employer contribution / active EE | $1,026 | $2,369-56.7% | $2,922-64.9% | $2,545-59.7% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $131 | $707-81.4% | $8,444-98.4% | $594-77.9% |