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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 72-1396518 | Recordkeeping | $29,440 |
BALLEW ADVISORS3 years Service code 51 · EIN 64-0797641 | Investment Mgmt Fees | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,291 | $82,882+60.8% | $127,803+4.3% | $72,975+82.7% |
| Participation rate | 92.8% | 71.5%+21.2pp | 79.0%+13.7pp | 69.5%+23.3pp |
| Annual return | 14.61% | 32.20%-17.6pp | 26.14%-11.5pp | 81.01%-66.4pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,576-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,280 | $4,791+52.0% | $6,023+20.9% | $3,608+101.8% |
| Admin fee / account holder | $307 | $6,487-95.3% | $9,399-96.7% | $5,124-94.0% |