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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,585 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,770 |
THE HASLAUER GROUP, INC.1 year Service code 13 · EIN 72-1487108 | Contract Administrator | $3,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,539 | $42,396-13.8% | $67,313-45.7% | $56,289-35.1% |
| Participation rate | 31.3% | 61.0%-29.6pp | 69.1%-37.7pp | 69.9%-38.5pp |
| Annual return | 1.72% | -36.63%+38.4pp | -4.08%+5.8pp | -9.96%+11.7pp |
| Employer contribution / active EE | $1,983 | $1,414+40.3% | $2,566-22.7% | $2,111-6.1% |
| Participant deferral / active EE | $2,400 | $2,360+1.7% | $3,568-32.7% | $3,350-28.4% |
| Admin fee / account holder | $440 | $510-13.7% | $4,507-90.2% | $521-15.6% |