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| Provider | Service type | Compensation |
|---|---|---|
BALLEW ADVISORS2 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $31,175 |
Service code 15 · EIN 72-1396518 | Recordkeeping | $1,140 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,864 | $66,319-42.9% | $93,621-59.6% | $65,186-41.9% |
| Participation rate | 78.8% | 74.0%+4.7pp | 75.8%+2.9pp | 70.2%+8.5pp |
| Annual return | 36.88% | 42.59%-5.7pp | 32.76%+4.1pp | 29.39%+7.5pp |
| Employer contribution / active EE | $1,569 | $2,013-22.0% | $2,719-42.3% | $2,177-27.9% |
| Participant deferral / active EE | $2,607 | $3,343-22.0% | $4,070-35.9% | $3,514-25.8% |
| Admin fee / account holder | $226 | $6,900-96.7% | $7,890-97.1% | $847-73.3% |