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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,194 | $61,356-63.8% | $149,696-85.2% | $71,511-69.0% |
| Participation rate | 45.5% | 62.5%-17.0pp | 78.8%-33.2pp | 67.9%-22.4pp |
| Annual return | 16.64% | 35.86%-19.2pp | 134.46%-117.8pp | 28.86%-12.2pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,008 | $2,920-65.5% | $5,682-82.3% | $4,291-76.5% |
| Admin fee / account holder | $245 | $1,263-80.6% | $13,212-98.1% | $1,588-84.6% |