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| Provider | Service type | Compensation |
|---|---|---|
BALLEW ADVISORS2 years Filed as: BALLEW RUSSELL Service code 27 · EIN 64-0797641 | Advisory (Plan) | $6,586 |
Service code 15 · EIN 72-1396518 | Recordkeeping | $1,020 |
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.
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 | $21,149 | $58,726-64.0% | $92,240-77.1% | $62,293-66.0% |
| Participation rate | 47.3% | 68.3%-21.0pp | 76.5%-29.2pp | 69.5%-22.2pp |
| Annual return | 18.72% | 43.62%-24.9pp | 176.29%-157.6pp | 28.90%-10.2pp |
| Employer contribution / active EE | $760 | $2,392-68.2% | $3,680-79.4% | $2,042-62.8% |
| Participant deferral / active EE | $927 | $2,766-66.5% | $3,897-76.2% | $3,169-70.8% |
| Admin fee / account holder | $107 | $556-80.7% | $5,194-97.9% | $479-77.7% |