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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $25,751 |
BALLEW ADVISORS4 years Filed as: BALLEW WEALTH MANAGEMENT Service code 27 · EIN 64-0797641 | Advisory (Plan) | $24,485 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,623 | $79,169-32.3% | $100,415-46.6% | $74,478-28.0% |
| Participation rate | 42.4% | 79.4%-37.0pp | 81.5%-39.1pp | 67.2%-24.8pp |
| Annual return | 12.28% | 20.51%-8.2pp | 49.47%-37.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $484 | $3,017-84.0% | $3,943-87.7% | $2,626-81.6% |
| Participant deferral / active EE | $873 | $7,751-88.7% | $8,091-89.2% | $4,350-79.9% |
| Admin fee / account holder | $568 | $1,337-57.5% | $7,906-92.8% | $1,946-70.8% |