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| Provider | Service type | Compensation |
|---|---|---|
BALLEW ADVISORS1 year Filed as: BALLEW RUSSELL Service code 27 · EIN 64-0797641 | Advisory (Plan) | $4,410 |
Service code 15 · EIN 72-1396518 | Recordkeeping | $960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,495 | $52,884-65.0% | $84,753-78.2% | $55,167-66.5% |
| Participation rate | 47.6% | 67.5%-19.9pp | 76.6%-29.0pp | 69.0%-21.4pp |
| Annual return | 5.32% | 18.03%-12.7pp | 22.78%-17.5pp | 169.23%-163.9pp |
| Employer contribution / active EE | $610 | $2,233-72.7% | $3,574-82.9% | $1,963-68.9% |
| Participant deferral / active EE | $884 | $2,644-66.6% | $3,712-76.2% | $3,054-71.1% |
| Admin fee / account holder | $84 | $581-85.6% | $5,333-98.4% | $504-83.3% |