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 Service code 27 · EIN 64-0797641 | Advisory (Plan) | $31,276 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $1,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,361 | $54,729-0.7% | $86,235-37.0% | $71,529-24.0% |
| Participation rate | 45.4% | 60.1%-14.7pp | 69.0%-23.5pp | 67.9%-22.5pp |
| Annual return | 13.36% | 20.07%-6.7pp | 1170.03%-1156.7pp | 28.97%-15.6pp |
| Employer contribution / active EE | $446 | $1,267-64.8% | $2,381-81.3% | $2,590-82.8% |
| Participant deferral / active EE | $2,511 | $3,110-19.3% | $3,987-37.0% | $4,291-41.5% |
| Admin fee / account holder | $228 | $1,921-88.1% | $6,856-96.7% | $1,588-85.6% |