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| Provider | Service type | Compensation |
|---|---|---|
BALLEW ADVISORS2 years Filed as: BALLEW WEALTH MANAGEMENT Service code 27 · EIN 64-0797641 | Advisory (Plan) | $26,481 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $22,458 |
MAY & COMPANY LLP5 years Service code 10 110 MONUMENT PLACE · VICKSBURG, MS 39180 | Accounting | $9,000 |
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.)
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 | $31,041 | $58,320-46.8% | $86,438-64.1% | $66,938-53.6% |
| Participation rate | 42.1% | 78.6%-36.5pp | 80.3%-38.2pp | 69.8%-27.7pp |
| Annual return | -17.30% | -9.71%-7.6pp | 4397.19%-4414.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $451 | $2,615-82.7% | $3,769-88.0% | $2,545-82.3% |
| Participant deferral / active EE | $857 | $6,899-87.6% | $6,952-87.7% | $4,238-79.8% |
| Admin fee / account holder | $339 | $546-37.8% | $6,733-95.0% | $594-42.8% |