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| Provider | Service type | Compensation |
|---|---|---|
BALLEW ADVISORS1+ years Filed as: BALLEW RUSSELL, INC. Service code 27 · EIN 64-0797641 | Advisory (Plan) | $59,507 |
INDEPENDENT PENSION SOLUTIONS1+ years Service code 15 · EIN 72-1396518 | Recordkeeping | $4,395 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,538 | $70,002-19.2% | $115,037-50.9% | $52,331+8.0% |
| Participation rate | 94.0% | 72.1%+21.9pp | 81.4%+12.7pp | 68.1%+25.9pp |
| Annual return | 0.87% | 4.04%-3.2pp | 26.14%-25.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $4,711 | $2,715+73.5% | $4,608+2.2% | $1,882+150.4% |
| Participant deferral / active EE | $7,275 | $4,920+47.9% | $6,026+20.7% | $3,022+140.7% |
| Admin fee / account holder | $244 | $566-56.9% | $8,175-97.0% | $592-58.8% |