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| Provider | Service type | Compensation |
|---|---|---|
EVENSKY & KATZ WEALTH MANAGEMENT9+ years Service code 27 2333 PONCE DE LEON BLVD. SUITE 1100 · CORAL GABLES, LA 33134 | Advisory (Plan) | $32,891 |
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 | $23,580 | $71,526-67.0% | $98,450-76.0% | $71,495-67.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 15.61% | 32.42%-16.8pp | 21.16%-5.6pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,081 | $2,400-54.9% | $3,049-64.5% | $2,589-58.3% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $4,739-100.0% | $4,291-100.0% |
| Admin fee / account holder | $132 | $1,675-92.1% | $8,961-98.5% | $1,588-91.7% |