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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MWG RETIREMENT PLAN SERVICES Service code 13 · EIN 72-1396518 | Contract Administrator | $14,225 |
BALLEW ADVISORS1 year Service code 26 · EIN 64-0797641 | Advisory (Participants) | $6,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,290 | $78,636-89.5% | $105,607-92.1% | $74,459-88.9% |
| Participation rate | 68.5% | 72.8%-4.3pp | 75.3%-6.8pp | 67.2%+1.2pp |
| Annual return | 15.25% | 15.96%-0.7pp | 116.11%-100.9pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $775 | $2,523-69.3% | $3,167-75.5% | $2,626-70.5% |
| Participant deferral / active EE | $2,050 | $4,322-52.6% | $5,011-59.1% | $4,350-52.9% |
| Admin fee / account holder | $176 | $2,220-92.1% | $10,958-98.4% | $1,945-90.9% |