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| Provider | Service type | Compensation |
|---|---|---|
BALLEW ADVISORS6 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $45,320 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $3,336 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,727 | $71,523-37.5% | $98,461-54.6% | $71,511-37.5% |
| Participation rate | 79.9% | 72.7%+7.2pp | 75.2%+4.7pp | 67.9%+12.0pp |
| Annual return | 17.56% | 32.43%-14.9pp | 21.17%-3.6pp | 28.86%-11.3pp |
| Employer contribution / active EE | $2,016 | $2,399-16.0% | $3,049-33.9% | $2,589-22.1% |
| Participant deferral / active EE | $3,421 | $4,109-16.7% | $4,738-27.8% | $4,291-20.3% |
| Admin fee / account holder | $264 | $1,676-84.2% | $8,961-97.0% | $1,588-83.4% |