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| Provider | Service type | Compensation |
|---|---|---|
BALLEW ADVISORS3 years Filed as: BALLEW RUSSELL INC Service code 26 · EIN 64-0797641 | Advisory (Participants) | $11,495 |
Filed as: HARPER, RAINS, KNIGHT & COMPANY Service code 10 · EIN 64-0809101 | Accounting | $10,250 |
ELEMENT WEALTH LLC6 years Service code 26 · EIN 20-4821221 | Advisory (Participants) | $8,520 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $8,150 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,194 | $61,272-63.8% | $149,673-85.2% | $71,457-68.9% |
| Participation rate | 45.5% | 62.5%-17.0pp | 78.8%-33.2pp | 67.9%-22.4pp |
| Annual return | 16.64% | 35.85%-19.2pp | 134.42%-117.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,008 | $2,917-65.4% | $5,680-82.3% | $4,289-76.5% |
| Admin fee / account holder | $245 | $1,261-80.6% | $13,210-98.1% | $1,587-84.6% |