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| Provider | Service type | Compensation |
|---|---|---|
BALLEW ADVISORS1 year Filed as: BALLEW RUSSELL INC Service code 26 · EIN 64-0797641 | Advisory (Participants) | $24,219 |
Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $15,240 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,403 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,708 | $61,166-79.2% | $185,849-93.2% | $79,391-84.0% |
| Participation rate | 49.8% | 66.6%-16.9pp | 81.7%-31.9pp | 70.7%-20.9pp |
| Annual return | 14.84% | 19.45%-4.6pp | 122.10%-107.3pp | 116.88%-102.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,003 | $2,789-64.0% | $5,569-82.0% | $4,046-75.2% |
| Admin fee / account holder | $149 | $710-79.0% | $16,244-99.1% | $627-76.3% |