Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUTZMAN WEALTH MANAGEMENT, LLC Service code 27 · EIN 27-1912512 | Advisory (Plan) | $6,966 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,584 | $37,044-41.7% | $71,796-69.9% | $57,658-62.6% |
| Participation rate | 35.2% | 61.1%-25.9pp | 69.1%-33.9pp | 70.2%-35.0pp |
| Annual return | 10.18% | 12.64%-2.5pp | 78.04%-67.9pp | 5.13%+5.0pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,699 | $1,974-13.9% | $2,794-39.2% | $3,061-44.5% |
| Admin fee / account holder | $84 | $101-16.5% | $4,815-98.3% | $95-10.9% |