Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BALLEW ADVISORS1 year Filed as: BALLEW RUSSELL Service code 27 · EIN 64-0797641 | Advisory (Plan) | $10,820 |
Service code 15 · EIN 72-1396518 | Recordkeeping | $1,860 |
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 | $24,610 | $56,640-56.5% | $78,002-68.4% | $55,167-55.4% |
| Participation rate | 82.7% | 73.3%+9.4pp | 75.5%+7.2pp | 69.0%+13.7pp |
| Annual return | 48.27% | 2868.48%-2820.2pp | 425.99%-377.7pp | 169.23%-121.0pp |
| Employer contribution / active EE | $1,323 | $1,724-23.3% | $2,470-46.5% | $1,963-32.6% |
| Participant deferral / active EE | $2,025 | $2,778-27.1% | $3,497-42.1% | $3,054-33.7% |
| Admin fee / account holder | $104 | $467-77.7% | $5,481-98.1% | $504-79.4% |