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| Provider | Service type | Compensation |
|---|---|---|
BALLEW ADVISORS5 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $68,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,641 | $58,644-68.2% | $178,505-89.6% | $200,096-90.7% |
| Participation rate | 58.2% | 65.5%-7.3pp | 77.1%-19.0pp | 72.0%-13.9pp |
| Annual return | 15.56% | 19.25%-3.7pp | 27.16%-11.6pp | 34.26%-18.7pp |
| Employer contribution / active EE | $608 | $1,801-66.3% | $3,955-84.6% | $3,038-80.0% |
| Participant deferral / active EE | $2,198 | $4,248-48.3% | $6,280-65.0% | $5,090-56.8% |
| Admin fee / account holder | $77 | $145-47.1% | $10,428-99.3% | $269-71.5% |